Prelude Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $152K | Buy |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $20K | Sell |
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|
2015
Q1 | $37K | Hold |
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|
2014
Q4 | $40K | Hold |
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|
2014
Q3 | $38K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $11K | Sell |
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|
2013
Q3 | $43K | Buy |
|