Russell Investments 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 | $2.68M | Sell |
25,458
-1,225
| -5% | -$129K | ﹤0.01% | 1582 |
|
2025
Q1 | $2.7M | Sell |
26,683
-61
| -0.2% | -$6.17K | ﹤0.01% | 1530 |
|
2024
Q4 | $3.02M | Sell |
26,744
-627
| -2% | -$70.8K | ﹤0.01% | 1440 |
|
2024
Q3 | $2.88M | Sell |
27,371
-2,660
| -9% | -$280K | ﹤0.01% | 1494 |
|
2024
Q2 | $2.51M | Buy |
30,031
+15
| +0% | +$1.25K | ﹤0.01% | 1528 |
|
2024
Q1 | $2.61M | Buy |
30,016
+567
| +2% | +$49.3K | ﹤0.01% | 1503 |
|
2023
Q4 | $2.46M | Buy |
29,449
+456
| +2% | +$38.1K | ﹤0.01% | 1498 |
|
2023
Q3 | $1.8M | Sell |
28,993
-18,579
| -39% | -$1.15M | ﹤0.01% | 1611 |
|
2023
Q2 | $2.9M | Sell |
47,572
-11,581
| -20% | -$705K | 0.01% | 1349 |
|
2023
Q1 | $3.41M | Buy |
59,153
+36,304
| +159% | +$2.1M | 0.01% | 1282 |
|
2022
Q4 | $1.91M | Sell |
22,849
-1,566
| -6% | -$131K | ﹤0.01% | 1621 |
|
2022
Q3 | $2.06M | Buy |
24,415
+1,231
| +5% | +$104K | ﹤0.01% | 1537 |
|
2022
Q2 | $1.99M | Sell |
23,184
-79
| -0.3% | -$6.8K | ﹤0.01% | 1589 |
|
2022
Q1 | $2.26M | Sell |
23,263
-1,775
| -7% | -$172K | ﹤0.01% | 1577 |
|
2021
Q4 | $2.66M | Sell |
25,038
-60,920
| -71% | -$6.46M | ﹤0.01% | 1648 |
|
2021
Q3 | $8.31M | Sell |
85,958
-30,249
| -26% | -$2.92M | 0.01% | 973 |
|
2021
Q2 | $10.8M | Sell |
116,207
-35,344
| -23% | -$3.29M | 0.02% | 897 |
|
2021
Q1 | $14M | Sell |
151,551
-22,041
| -13% | -$2.03M | 0.02% | 762 |
|
2020
Q4 | $12M | Sell |
173,592
-13,790
| -7% | -$951K | 0.02% | 754 |
|
2020
Q3 | $9.18M | Sell |
187,382
-7,956
| -4% | -$390K | 0.02% | 804 |
|
2020
Q2 | $10.1M | Buy |
195,338
+108,021
| +124% | +$5.56M | 0.02% | 724 |
|
2020
Q1 | $4.05M | Sell |
87,317
-2,247
| -3% | -$104K | 0.01% | 1078 |
|
2019
Q4 | $6.15M | Buy |
89,564
+9,701
| +12% | +$666K | 0.01% | 1098 |
|
2019
Q3 | $5.16M | Buy |
79,863
+6,397
| +9% | +$413K | 0.01% | 1182 |
|
2019
Q2 | $4.83M | Buy |
73,466
+2,639
| +4% | +$174K | 0.01% | 1243 |
|
2019
Q1 | $4.54M | Buy |
70,827
+4,422
| +7% | +$283K | 0.01% | 1275 |
|
2018
Q4 | $4.05M | Sell |
66,405
-8,702
| -12% | -$531K | 0.01% | 1237 |
|
2018
Q3 | $5.33M | Sell |
75,107
-131,348
| -64% | -$9.31M | 0.01% | 1268 |
|
2018
Q2 | $15.7M | Buy |
206,455
+63,864
| +45% | +$4.87M | 0.03% | 658 |
|
2018
Q1 | $10.3M | Sell |
142,591
-73,812
| -34% | -$5.34M | 0.02% | 964 |
|
2017
Q4 | $15.8M | Sell |
216,403
-9,604
| -4% | -$699K | 0.03% | 765 |
|
2017
Q3 | $16.8M | Buy |
226,007
+17,540
| +8% | +$1.31M | 0.03% | 703 |
|
2017
Q2 | $15.6M | Buy |
208,467
+19,477
| +10% | +$1.46M | 0.03% | 706 |
|
2017
Q1 | $14.2M | Sell |
188,990
-16,478
| -8% | -$1.24M | 0.03% | 707 |
|
2016
Q4 | $16M | Buy |
+205,468
| New | +$16M | 0.03% | 649 |
|