Prudential Financial’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 | $6.39M | Buy |
60,761
+44,897
| +283% | +$4.72M | 0.01% | 802 |
|
2025
Q1 | $1.6M | Sell |
15,864
-10,335
| -39% | -$1.04M | ﹤0.01% | 1382 |
|
2024
Q4 | $2.96M | Sell |
26,199
-66,533
| -72% | -$7.51M | ﹤0.01% | 1105 |
|
2024
Q3 | $9.75M | Buy |
92,732
+11,605
| +14% | +$1.22M | 0.01% | 696 |
|
2024
Q2 | $6.77M | Buy |
81,127
+69,089
| +574% | +$5.76M | 0.01% | 803 |
|
2024
Q1 | $1.05M | Sell |
12,038
-6,268
| -34% | -$545K | ﹤0.01% | 1813 |
|
2023
Q4 | $1.53M | Sell |
18,306
-1,210
| -6% | -$101K | ﹤0.01% | 1605 |
|
2023
Q3 | $1.21M | Buy |
19,516
+6,450
| +49% | +$400K | ﹤0.01% | 1664 |
|
2023
Q2 | $796K | Buy |
13,066
+2,964
| +29% | +$181K | ﹤0.01% | 1922 |
|
2023
Q1 | $583K | Buy |
10,102
+4,572
| +83% | +$264K | ﹤0.01% | 2003 |
|
2022
Q4 | $462K | Buy |
5,530
+30
| +0.5% | +$2.51K | ﹤0.01% | 2058 |
|
2022
Q3 | $468K | Buy |
5,500
+45
| +0.8% | +$3.83K | ﹤0.01% | 2100 |
|
2022
Q2 | $472K | Sell |
5,455
-340
| -6% | -$29.4K | ﹤0.01% | 2160 |
|
2022
Q1 | $563K | Sell |
5,795
-2,290
| -28% | -$222K | ﹤0.01% | 2147 |
|
2021
Q4 | $827K | Sell |
8,085
-11,363
| -58% | -$1.16M | ﹤0.01% | 1970 |
|
2021
Q3 | $1.76M | Buy |
19,448
+4,130
| +27% | +$373K | ﹤0.01% | 1524 |
|
2021
Q2 | $1.43M | Buy |
15,318
+5,944
| +63% | +$553K | ﹤0.01% | 1653 |
|
2021
Q1 | $866K | Buy |
9,374
+195
| +2% | +$18K | ﹤0.01% | 1908 |
|
2020
Q4 | $633K | Sell |
9,179
-107
| -1% | -$7.38K | ﹤0.01% | 1962 |
|
2020
Q3 | $455K | Buy |
9,286
+96
| +1% | +$4.7K | ﹤0.01% | 1995 |
|
2020
Q2 | $473K | Sell |
9,190
-28,049
| -75% | -$1.44M | ﹤0.01% | 1935 |
|
2020
Q1 | $1.73M | Buy |
37,239
+5,730
| +18% | +$266K | ﹤0.01% | 1446 |
|
2019
Q4 | $2.16M | Buy |
31,509
+2,235
| +8% | +$153K | ﹤0.01% | 1562 |
|
2019
Q3 | $1.89M | Sell |
29,274
-1,322
| -4% | -$85.4K | ﹤0.01% | 1613 |
|
2019
Q2 | $2.01M | Buy |
30,596
+1,915
| +7% | +$126K | ﹤0.01% | 1601 |
|
2019
Q1 | $1.84M | Sell |
28,681
-800
| -3% | -$51.2K | ﹤0.01% | 1645 |
|
2018
Q4 | $1.8M | Sell |
29,481
-20,388
| -41% | -$1.24M | ﹤0.01% | 1566 |
|
2018
Q3 | $3.54M | Sell |
49,869
-147,884
| -75% | -$10.5M | 0.01% | 1341 |
|
2018
Q2 | $15.1M | Buy |
197,753
+140,830
| +247% | +$10.7M | 0.02% | 761 |
|
2018
Q1 | $4.12M | Buy |
56,923
+26,607
| +88% | +$1.93M | 0.01% | 1246 |
|
2017
Q4 | $2.18M | Sell |
30,316
-3,180
| -9% | -$229K | ﹤0.01% | 1546 |
|
2017
Q3 | $2.5M | Sell |
33,496
-2,457
| -7% | -$183K | ﹤0.01% | 1474 |
|
2017
Q2 | $2.69M | Sell |
35,953
-16,922
| -32% | -$1.27M | ﹤0.01% | 1418 |
|
2017
Q1 | $3.98M | Buy |
52,875
+19,010
| +56% | +$1.43M | 0.01% | 1223 |
|
2016
Q4 | $2.61M | Sell |
33,865
-54,389
| -62% | -$4.2M | ﹤0.01% | 1412 |
|
2016
Q3 | $5.25M | Sell |
88,254
-24,007
| -21% | -$1.43M | 0.01% | 1045 |
|
2016
Q2 | $5.97M | Buy |
112,261
+10,991
| +11% | +$585K | 0.01% | 1011 |
|
2016
Q1 | $5.23M | Buy |
101,270
+3,600
| +4% | +$186K | 0.01% | 1074 |
|
2015
Q4 | $4.55M | Buy |
97,670
+1,400
| +1% | +$65.2K | 0.01% | 1104 |
|
2015
Q3 | $4.89M | Buy |
96,270
+3,600
| +4% | +$183K | 0.01% | 1024 |
|
2015
Q2 | $5.28M | Buy |
92,670
+6,800
| +8% | +$388K | 0.01% | 1079 |
|
2015
Q1 | $4.54M | Buy |
85,870
+1,430
| +2% | +$75.6K | 0.01% | 1183 |
|
2014
Q4 | $4.8M | Buy |
84,440
+220
| +0.3% | +$12.5K | 0.01% | 1028 |
|
2014
Q3 | $4.59M | Sell |
84,220
-5,704
| -6% | -$311K | 0.01% | 989 |
|
2014
Q2 | $5.7M | Buy |
89,924
+3,604
| +4% | +$228K | 0.01% | 945 |
|
2014
Q1 | $5.59M | Buy |
86,320
+700
| +0.8% | +$45.3K | 0.01% | 924 |
|
2013
Q4 | $5.5M | Buy |
85,620
+1,250
| +1% | +$80.4K | 0.01% | 925 |
|
2013
Q3 | $4.59M | Buy |
84,370
+11,100
| +15% | +$603K | 0.01% | 984 |
|
2013
Q2 | $4.08M | Buy |
+73,270
| New | +$4.08M | 0.01% | 987 |
|