RhumbLine Advisers’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 | $25.6M | Buy |
243,342
+14,530
| +6% | +$1.53M | 0.02% | 600 |
|
|
2025
Q1 | $23.1M | Buy |
228,812
+71,170
| +45% | +$7.2M | 0.02% | 614 |
|
|
2024
Q4 | $17.8M | Buy |
157,642
+510
| +0.3% | +$57.6K | 0.02% | 766 |
|
|
2024
Q3 | $16.5M | Sell |
157,132
-6,856
| -4% | -$721K | 0.01% | 817 |
|
|
2024
Q2 | $13.7M | Buy |
163,988
+2,059
| +1% | +$172K | 0.01% | 882 |
|
|
2024
Q1 | $14.1M | Buy |
161,929
+1,974
| +1% | +$172K | 0.01% | 881 |
|
|
2023
Q4 | $13.4M | Sell |
159,955
-4,428
| -3% | -$370K | 0.01% | 898 |
|
|
2023
Q3 | $10.2M | Buy |
164,383
+1,109
| +0.7% | +$68.8K | 0.01% | 982 |
|
|
2023
Q2 | $9.94M | Sell |
163,274
-1,630
| -1% | -$99.3K | 0.01% | 1017 |
|
|
2023
Q1 | $9.52M | Buy |
164,904
+1,692
| +1% | +$97.7K | 0.01% | 984 |
|
|
2022
Q4 | $13.6M | Buy |
163,212
+7,502
| +5% | +$627K | 0.02% | 785 |
|
|
2022
Q3 | $13.1M | Buy |
155,710
+5,061
| +3% | +$427K | 0.02% | 744 |
|
|
2022
Q2 | $13M | Buy |
150,649
+11,537
| +8% | +$993K | 0.02% | 771 |
|
|
2022
Q1 | $13.5M | Sell |
139,112
-1,907
| -1% | -$185K | 0.02% | 799 |
|
|
2021
Q4 | $15M | Sell |
141,019
-3,242
| -2% | -$344K | 0.02% | 756 |
|
|
2021
Q3 | $14M | Buy |
144,261
+285
| +0.2% | +$27.6K | 0.02% | 773 |
|
|
2021
Q2 | $13.4M | Sell |
143,976
-5,145
| -3% | -$479K | 0.02% | 832 |
|
|
2021
Q1 | $13.8M | Sell |
149,121
-3,994
| -3% | -$369K | 0.02% | 797 |
|
|
2020
Q4 | $10.6M | Buy |
153,115
+13,516
| +10% | +$932K | 0.01% | 885 |
|
|
2020
Q3 | $6.84M | Sell |
139,599
-17,434
| -11% | -$854K | 0.01% | 969 |
|
|
2020
Q2 | $8.1M | Buy |
157,033
+2,061
| +1% | +$106K | 0.01% | 890 |
|
|
2020
Q1 | $7.19M | Buy |
154,972
+5,324
| +4% | +$247K | 0.02% | 821 |
|
|
2019
Q4 | $10.3M | Sell |
149,648
-4,415
| -3% | -$303K | 0.02% | 821 |
|
|
2019
Q3 | $9.95M | Buy |
154,063
+710
| +0.5% | +$45.9K | 0.02% | 776 |
|
|
2019
Q2 | $10.1M | Sell |
153,353
-2,761
| -2% | -$182K | 0.02% | 768 |
|
|
2019
Q1 | $10M | Buy |
156,114
+2,204
| +1% | +$141K | 0.02% | 755 |
|
|
2018
Q4 | $9.38M | Buy |
153,910
+61,369
| +66% | +$3.74M | 0.02% | 743 |
|
|
2018
Q3 | $6.56M | Buy |
92,541
+1,124
| +1% | +$79.7K | 0.01% | 933 |
|
|
2018
Q2 | $6.97M | Buy |
91,417
+519
| +0.6% | +$39.6K | 0.01% | 876 |
|
|
2018
Q1 | $6.58M | Sell |
90,898
-4,293
| -5% | -$311K | 0.01% | 874 |
|
|
2017
Q4 | $6.85M | Sell |
95,191
-16,490
| -15% | -$1.19M | 0.01% | 880 |
|
|
2017
Q3 | $8.32M | Buy |
111,681
+8,828
| +9% | +$658K | 0.02% | 759 |
|
|
2017
Q2 | $7.7M | Buy |
102,853
+1,524
| +2% | +$114K | 0.02% | 759 |
|
|
2017
Q1 | $7.63M | Buy |
101,329
+3,320
| +3% | +$250K | 0.02% | 770 |
|
|
2016
Q4 | $7.56M | Buy |
98,009
+20,739
| +27% | +$1.6M | 0.02% | 749 |
|
|
2016
Q3 | $4.59M | Buy |
77,270
+6,405
| +9% | +$381K | 0.01% | 926 |
|
|
2016
Q2 | $3.77M | Sell |
70,865
-7,896
| -10% | -$420K | 0.01% | 970 |
|
|
2016
Q1 | $4.07M | Buy |
78,761
+5,485
| +7% | +$283K | 0.01% | 940 |
|
|
2015
Q4 | $3.41M | Buy |
73,276
+2,795
| +4% | +$130K | 0.01% | 1032 |
|
|
2015
Q3 | $3.58M | Buy |
70,481
+2,058
| +3% | +$105K | 0.01% | 982 |
|
|
2015
Q2 | $3.9M | Sell |
68,423
-1,035
| -1% | -$59K | 0.01% | 989 |
|
|
2015
Q1 | $3.67M | Buy |
69,458
+1,240
| +2% | +$65.6K | 0.01% | 1012 |
|
|
2014
Q4 | $3.88M | Buy |
68,218
+3,100
| +5% | +$176K | 0.01% | 934 |
|
|
2014
Q3 | $3.55M | Buy |
65,118
+590
| +0.9% | +$32.2K | 0.01% | 946 |
|
|
2014
Q2 | $4.09M | Buy |
64,528
+986
| +2% | +$62.5K | 0.01% | 905 |
|
|
2014
Q1 | $4.11M | Sell |
63,542
-2,215
| -3% | -$143K | 0.01% | 921 |
|
|
2013
Q4 | $4.23M | Buy |
65,757
+495
| +0.8% | +$31.8K | 0.01% | 917 |
|
|
2013
Q3 | $3.55M | Sell |
65,262
-15,250
| -19% | -$829K | 0.01% | 986 |
|
|
2013
Q2 | $4.48M | Buy |
+80,512
| New | +$4.48M | 0.01% | 822 |
|