Private Trust Company’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 | $17.7K | Buy |
169
+66
| +64% | +$6.92K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $10.4K | Sell |
103
-2
| -2% | -$202 | ﹤0.01% | 1789 |
|
|
2024
Q4 | $11.9K | Hold |
105
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q3 | $11K | Buy |
105
+35
| +50% | +$3.68K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $5.84K | Buy |
70
+5
| +8% | +$417 | ﹤0.01% | 1865 |
|
|
2024
Q1 | $5.65K | Buy |
65
+5
| +8% | +$435 | ﹤0.01% | 1876 |
|
|
2023
Q4 | $5.01K | Buy |
60
+9
| +18% | +$752 | ﹤0.01% | 1918 |
|
|
2023
Q3 | $3.17K | Hold |
51
| – | – | ﹤0.01% | 2019 |
|
|
2023
Q2 | $3.11K | Buy |
51
+10
| +24% | +$609 | ﹤0.01% | 2013 |
|
|
2023
Q1 | $2.37K | Hold |
41
| – | – | ﹤0.01% | 2048 |
|
|
2022
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 1835 |
|
|
2022
Q2 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 1835 |
|
|
2014
Q4 | – | Sell |
-11
| Closed | -$1K | – | 1138 |
|
|
2014
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1792 |
|
|
2014
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1811 |
|
|
2014
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1687 |
|
|
2013
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1670 |
|
|
2013
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1614 |
|
|
2013
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1565 |
|