Sandy Spring Bank’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,490
| Closed | -$122K | – | 1050 |
|
|
2020
Q3 | $122K | Hold |
2,490
| – | – | 0.01% | 343 |
|
|
2020
Q2 | $128K | Hold |
2,490
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $115K | Hold |
2,490
| – | – | 0.01% | 326 |
|
|
2019
Q4 | $171K | Hold |
2,490
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $161K | Hold |
2,490
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $164K | Hold |
2,490
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $159K | Hold |
2,490
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $152K | Hold |
2,490
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $177K | Hold |
2,490
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $190K | Hold |
2,490
| – | – | 0.02% | 302 |
|
|
2018
Q1 | $180K | Hold |
2,490
| – | – | 0.02% | 313 |
|
|
2017
Q4 | $179K | Hold |
2,490
| – | – | 0.02% | 292 |
|
|
2017
Q3 | $185K | Hold |
2,490
| – | – | 0.02% | 291 |
|
|
2017
Q2 | $186K | Hold |
2,490
| – | – | 0.02% | 297 |
|
|
2017
Q1 | $188K | Hold |
2,490
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $192K | Hold |
2,490
| – | – | 0.02% | 292 |
|
|
2016
Q3 | $148K | Hold |
2,490
| – | – | 0.02% | 313 |
|
|
2016
Q2 | $132K | Hold |
2,490
| – | – | 0.02% | 327 |
|
|
2016
Q1 | $129K | Hold |
2,490
| – | – | 0.01% | 325 |
|
|
2015
Q4 | $116K | Sell |
2,490
-200
| -7% | -$9.32K | 0.01% | 328 |
|
|
2015
Q3 | $137K | Buy |
2,690
+200
| +8% | +$10.2K | 0.02% | 309 |
|
|
2015
Q2 | $142K | Hold |
2,490
| – | – | 0.02% | 320 |
|
|
2015
Q1 | $132K | Hold |
2,490
| – | – | 0.02% | 322 |
|
|
2014
Q4 | $142K | Hold |
2,490
| – | – | 0.02% | 292 |
|
|
2014
Q3 | $136K | Hold |
2,490
| – | – | 0.02% | 301 |
|
|
2014
Q2 | $158K | Hold |
2,490
| – | – | 0.02% | 294 |
|
|
2014
Q1 | $161K | Hold |
2,490
| – | – | 0.02% | 271 |
|
|
2013
Q4 | $160K | Hold |
2,490
| – | – | 0.02% | 275 |
|
|
2013
Q3 | $135K | Hold |
2,490
| – | – | 0.02% | 280 |
|
|
2013
Q2 | $139K | Buy |
+2,490
| New | +$139K | 0.02% | 266 |
|