Quadrant 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Sell |
16,431
-605
| -4% | -$63.6K | 0.06% | 267 |
|
2025
Q1 | $1.72M | Buy |
17,036
+14,383
| +542% | +$1.45M | 0.06% | 232 |
|
2024
Q4 | $299K | Sell |
2,653
-73
| -3% | -$8.24K | 0.02% | 484 |
|
2024
Q3 | $287K | Buy |
2,726
+2
| +0.1% | +$210 | 0.02% | 530 |
|
2024
Q2 | $227K | Sell |
2,724
-7
| -0.3% | -$584 | 0.02% | 580 |
|
2024
Q1 | $238K | Sell |
2,731
-12
| -0.4% | -$1.04K | 0.02% | 554 |
|
2023
Q4 | $229K | Buy |
2,743
+819
| +43% | +$68.4K | 0.02% | 542 |
|
2023
Q3 | $119K | Buy |
1,924
+24
| +1% | +$1.49K | 0.01% | 773 |
|
2023
Q2 | $116K | Buy |
1,900
+682
| +56% | +$41.5K | 0.01% | 783 |
|
2023
Q1 | $70.3K | Sell |
1,218
-150
| -11% | -$8.66K | 0.01% | 1036 |
|
2022
Q4 | $114K | Buy |
1,368
+998
| +270% | +$83.4K | 0.01% | 708 |
|
2022
Q3 | $31K | Buy |
370
+124
| +50% | +$10.4K | ﹤0.01% | 1310 |
|
2022
Q2 | $21K | Buy |
246
+182
| +284% | +$15.5K | ﹤0.01% | 1293 |
|
2022
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 1874 |
|
2021
Q4 | $7K | Sell |
64
-10
| -14% | -$1.09K | ﹤0.01% | 1779 |
|
2021
Q3 | $7K | Sell |
74
-8
| -10% | -$757 | ﹤0.01% | 1767 |
|
2021
Q2 | $8K | Buy |
82
+5
| +6% | +$488 | ﹤0.01% | 1689 |
|
2021
Q1 | $7K | Buy |
77
+8
| +12% | +$727 | ﹤0.01% | 1671 |
|
2020
Q4 | $5K | Buy |
69
+5
| +8% | +$362 | ﹤0.01% | 1713 |
|
2020
Q3 | $3K | Sell |
64
-21
| -25% | -$984 | ﹤0.01% | 1757 |
|
2020
Q2 | $4K | Sell |
85
-300
| -78% | -$14.1K | ﹤0.01% | 1755 |
|
2020
Q1 | $17K | Buy |
385
+356
| +1,228% | +$15.7K | ﹤0.01% | 1327 |
|
2019
Q4 | $1K | Buy |
29
+3
| +12% | +$103 | ﹤0.01% | 2358 |
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 2231 |
|
2019
Q2 | $1K | Sell |
26
-442
| -94% | -$17K | ﹤0.01% | 2258 |
|
2019
Q1 | $29K | Buy |
468
+442
| +1,700% | +$27.4K | 0.01% | 1409 |
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 2104 |
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 2047 |
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 2068 |
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 2057 |
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 2005 |
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 2020 |
|
2017
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 2071 |
|
2017
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1897 |
|
2016
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1548 |
|
2016
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1804 |
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1779 |
|
2016
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1614 |
|