Raymond James & Associates’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.06M | Buy |
38,637
+26,186
| +210% | +$2.75M | ﹤0.01% | 1788 |
|
|
2024
Q2 | $1.04M | Buy |
12,451
+9,666
| +347% | +$806K | ﹤0.01% | 2584 |
|
|
2024
Q1 | $242K | Buy |
+2,785
| New | +$242K | ﹤0.01% | 3478 |
|
|
2023
Q2 | – | Sell |
-3,820
| Closed | -$220K | – | 3893 |
|
|
2023
Q1 | $220K | Sell |
3,820
-11,201
| -75% | -$647K | ﹤0.01% | 3410 |
|
|
2022
Q4 | $1.25M | Sell |
15,021
-26,834
| -64% | -$2.24M | ﹤0.01% | 2299 |
|
|
2022
Q3 | $3.53M | Sell |
41,855
-1,795
| -4% | -$151K | ﹤0.01% | 1607 |
|
|
2022
Q2 | $3.76M | Buy |
43,650
+1,413
| +3% | +$122K | ﹤0.01% | 1594 |
|
|
2022
Q1 | $4.1M | Sell |
42,237
-1,753
| -4% | -$170K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $4.67M | Buy |
43,990
+99
| +0.2% | +$10.5K | ﹤0.01% | 1597 |
|
|
2021
Q3 | $4.25M | Sell |
43,891
-34,659
| -44% | -$3.35M | ﹤0.01% | 1599 |
|
|
2021
Q2 | $7.31M | Buy |
78,550
+3,653
| +5% | +$340K | 0.01% | 1247 |
|
|
2021
Q1 | $6.92M | Sell |
74,897
-1,706
| -2% | -$158K | 0.01% | 1235 |
|
|
2020
Q4 | $5.29M | Buy |
76,603
+13,475
| +21% | +$930K | 0.01% | 1317 |
|
|
2020
Q3 | $3.09M | Buy |
63,128
+11,734
| +23% | +$575K | ﹤0.01% | 1488 |
|
|
2020
Q2 | $2.65M | Buy |
51,394
+12,408
| +32% | +$640K | ﹤0.01% | 1560 |
|
|
2020
Q1 | $1.81M | Sell |
38,986
-12,491
| -24% | -$579K | ﹤0.01% | 1629 |
|
|
2019
Q4 | $3.53M | Buy |
51,477
+2,304
| +5% | +$158K | ﹤0.01% | 1480 |
|
|
2019
Q3 | $3.18M | Buy |
49,173
+2,527
| +5% | +$163K | ﹤0.01% | 1511 |
|
|
2019
Q2 | $3.07M | Sell |
46,646
-3,344
| -7% | -$220K | ﹤0.01% | 1526 |
|
|
2019
Q1 | $3.2M | Buy |
49,990
+8,425
| +20% | +$539K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $2.53M | Sell |
41,565
-3,701
| -8% | -$226K | ﹤0.01% | 1492 |
|
|
2018
Q3 | $3.21M | Buy |
45,266
+35,377
| +358% | +$2.51M | 0.01% | 1509 |
|
|
2018
Q2 | $754K | Buy |
9,889
+165
| +2% | +$12.6K | ﹤0.01% | 2389 |
|
|
2018
Q1 | $704K | Sell |
9,724
-442
| -4% | -$32K | ﹤0.01% | 2349 |
|
|
2017
Q4 | $731K | Sell |
10,166
-710
| -7% | -$51.1K | ﹤0.01% | 2297 |
|
|
2017
Q3 | $810K | Sell |
10,876
-271
| -2% | -$20.2K | ﹤0.01% | 2220 |
|
|
2017
Q2 | $834K | Sell |
11,147
-213
| -2% | -$15.9K | ﹤0.01% | 2142 |
|
|
2017
Q1 | $856K | Buy |
11,360
+399
| +4% | +$30.1K | ﹤0.01% | 2072 |
|
|
2016
Q4 | $845K | Sell |
10,961
-3,458
| -24% | -$267K | ﹤0.01% | 2018 |
|
|
2016
Q3 | $857K | Buy |
+14,419
| New | +$857K | ﹤0.01% | 1973 |
|