Prelude Capital Management’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 | – | Sell |
-3,170
| Closed | -$320K | – | 1316 |
|
|
2025
Q1 | $320K | Buy |
+3,170
| New | +$320K | 0.02% | 592 |
|
|
2023
Q2 | – | Sell |
-4,433
| Closed | -$256K | – | 1262 |
|
|
2023
Q1 | $256K | Buy |
+4,433
| New | +$256K | 0.02% | 647 |
|
|
2022
Q3 | – | Sell |
-2,372
| Closed | -$204K | – | 1771 |
|
|
2022
Q2 | $204K | Buy |
+2,372
| New | +$204K | 0.01% | 1082 |
|
|
2020
Q4 | – | Sell |
-2,292
| Closed | -$112K | – | 1557 |
|
|
2020
Q3 | $112K | Sell |
2,292
-652
| -22% | -$31.9K | 0.01% | 653 |
|
|
2020
Q2 | $152K | Buy |
2,944
+1,103
| +60% | +$56.9K | 0.01% | 553 |
|
|
2020
Q1 | $85K | Buy |
1,841
+1,830
| +16,636% | +$84.5K | 0.01% | 390 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1360 |
|
|
2018
Q4 | – | Sell |
-102
| Closed | -$7K | – | 1750 |
|
|
2018
Q3 | $7K | Sell |
102
-86
| -46% | -$5.9K | ﹤0.01% | 1235 |
|
|
2018
Q2 | $14K | Buy |
+188
| New | +$14K | ﹤0.01% | 1150 |
|
|
2015
Q3 | – | Sell |
-350
| Closed | -$20K | – | 1717 |
|
|
2015
Q2 | $20K | Sell |
350
-350
| -50% | -$20K | ﹤0.01% | 1281 |
|
|
2015
Q1 | $37K | Hold |
700
| – | – | 0.01% | 1472 |
|
|
2014
Q4 | $40K | Hold |
700
| – | – | 0.01% | 1289 |
|
|
2014
Q3 | $38K | Buy |
+700
| New | +$38K | 0.01% | 1387 |
|
|
2014
Q1 | – | Sell |
-170
| Closed | -$11K | – | 1916 |
|
|
2013
Q4 | $11K | Sell |
170
-620
| -78% | -$40.1K | ﹤0.01% | 1379 |
|
|
2013
Q3 | $43K | Buy |
+790
| New | +$43K | 0.01% | 836 |
|