Pitcairn’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,635
-787
| -18% | -$82.8K | 0.03% | 477 |
|
|
2025
Q1 | $447K | Buy |
4,422
+177
| +4% | +$17.9K | 0.03% | 456 |
|
|
2024
Q4 | $479K | Buy |
4,245
+286
| +7% | +$32.3K | 0.03% | 448 |
|
|
2024
Q3 | $416K | Sell |
3,959
-393
| -9% | -$41.3K | 0.02% | 495 |
|
|
2024
Q2 | $363K | Buy |
4,352
+317
| +8% | +$26.4K | 0.02% | 531 |
|
|
2024
Q1 | $351K | Buy |
4,035
+604
| +18% | +$52.5K | 0.02% | 531 |
|
|
2023
Q4 | $287K | Buy |
+3,431
| New | +$287K | 0.02% | 552 |
|
|
2023
Q1 | – | Sell |
-2,794
| Closed | -$233K | – | 624 |
|
|
2022
Q4 | $233K | Sell |
2,794
-89
| -3% | -$7.43K | 0.02% | 528 |
|
|
2022
Q3 | $243K | Sell |
2,883
-24
| -0.8% | -$2.02K | 0.03% | 496 |
|
|
2022
Q2 | $250K | Sell |
2,907
-109
| -4% | -$9.37K | 0.03% | 493 |
|
|
2022
Q1 | $293K | Sell |
3,016
-163
| -5% | -$15.8K | 0.03% | 502 |
|
|
2021
Q4 | $337K | Sell |
3,179
-31
| -1% | -$3.29K | 0.02% | 479 |
|
|
2021
Q3 | $310K | Sell |
3,210
-41
| -1% | -$3.96K | 0.02% | 486 |
|
|
2021
Q2 | $302K | Sell |
3,251
-132
| -4% | -$12.3K | 0.02% | 499 |
|
|
2021
Q1 | $312K | Sell |
3,383
-289
| -8% | -$26.7K | 0.02% | 486 |
|
|
2020
Q4 | $254K | Buy |
+3,672
| New | +$254K | 0.02% | 497 |
|
|
2018
Q4 | – | Sell |
-3,570
| Closed | -$253K | – | 534 |
|
|
2018
Q3 | $253K | Sell |
3,570
-115
| -3% | -$8.15K | 0.03% | 465 |
|
|
2018
Q2 | $281K | Buy |
3,685
+61
| +2% | +$4.65K | 0.03% | 424 |
|
|
2018
Q1 | $263K | Buy |
+3,624
| New | +$263K | 0.03% | 426 |
|
|
2017
Q3 | – | Sell |
-2,686
| Closed | -$201K | – | 507 |
|
|
2017
Q2 | $201K | Buy |
+2,686
| New | +$201K | 0.02% | 456 |
|