Private Capital Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16K | Hold |
186
| – | – | 0.01% | 909 |
|
|
2022
Q1 | $18K | Hold |
186
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q4 | $20K | Hold |
186
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q3 | $18K | Hold |
186
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q2 | $17K | Hold |
186
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q1 | $17K | Sell |
186
-218
| -54% | -$19.9K | ﹤0.01% | 1136 |
|
|
2020
Q4 | $28K | Sell |
404
-26
| -6% | -$1.8K | 0.01% | 1047 |
|
|
2020
Q3 | $21K | Sell |
430
-146
| -25% | -$7.13K | ﹤0.01% | 1079 |
|
|
2020
Q2 | $30K | Buy |
576
+89
| +18% | +$4.64K | 0.01% | 947 |
|
|
2020
Q1 | $23K | Buy |
487
+198
| +69% | +$9.35K | 0.01% | 971 |
|
|
2019
Q4 | $19K | Sell |
289
-44
| -13% | -$2.89K | ﹤0.01% | 1130 |
|
|
2019
Q3 | $22K | Buy |
333
+131
| +65% | +$8.66K | ﹤0.01% | 1148 |
|
|
2019
Q2 | $15K | Sell |
202
-151
| -43% | -$11.2K | ﹤0.01% | 1211 |
|
|
2019
Q1 | $23K | Sell |
353
-16
| -4% | -$1.04K | ﹤0.01% | 1129 |
|
|
2018
Q4 | $23K | Buy |
369
+189
| +105% | +$11.8K | 0.01% | 1041 |
|
|
2018
Q3 | $12K | Sell |
180
-22
| -11% | -$1.47K | ﹤0.01% | 1385 |
|
|
2018
Q2 | $15K | Hold |
202
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q1 | $15K | Sell |
202
-16
| -7% | -$1.19K | ﹤0.01% | 1203 |
|
|
2017
Q4 | $16 | Buy |
+218
| New | +$16 | ﹤0.01% | 1171 |
|