SG Americas Securities’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 | $191K | Sell |
1,812
-10,974
| -86% | -$1.16M | ﹤0.01% | 2043 |
|
|
2025
Q1 | $1.29M | Sell |
12,786
-2,337
| -15% | -$236K | ﹤0.01% | 875 |
|
|
2024
Q4 | $1.71M | Buy |
15,123
+12,645
| +510% | +$1.43M | 0.01% | 563 |
|
|
2024
Q3 | $260K | Buy |
2,478
+1,016
| +69% | +$107K | ﹤0.01% | 2007 |
|
|
2024
Q2 | $122K | Sell |
1,462
-3,064
| -68% | -$256K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $394K | Buy |
4,526
+1,719
| +61% | +$150K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $235K | Sell |
2,807
-27,784
| -91% | -$2.33M | ﹤0.01% | 1822 |
|
|
2023
Q3 | $1.9M | Buy |
+30,591
| New | +$1.9M | 0.02% | 707 |
|
|
2023
Q2 | – | Sell |
-19,422
| Closed | -$1.12M | – | 2817 |
|
|
2023
Q1 | $1.12M | Buy |
19,422
+9,735
| +100% | +$562K | 0.01% | 958 |
|
|
2022
Q4 | $809K | Sell |
9,687
-361
| -4% | -$30.1K | 0.01% | 980 |
|
|
2022
Q3 | $847K | Sell |
10,048
-17,931
| -64% | -$1.51M | 0.01% | 973 |
|
|
2022
Q2 | $2.41M | Buy |
27,979
+16,700
| +148% | +$1.44M | 0.03% | 539 |
|
|
2022
Q1 | $1.1M | Buy |
11,279
+1,268
| +13% | +$123K | 0.01% | 1206 |
|
|
2021
Q4 | $1.06M | Sell |
10,011
-16,249
| -62% | -$1.72M | 0.01% | 1463 |
|
|
2021
Q3 | $2.54M | Buy |
26,260
+12,858
| +96% | +$1.24M | 0.01% | 953 |
|
|
2021
Q2 | $1.25M | Buy |
13,402
+2,655
| +25% | +$247K | 0.01% | 1287 |
|
|
2021
Q1 | $992K | Sell |
10,747
-16,612
| -61% | -$1.53M | 0.01% | 1400 |
|
|
2020
Q4 | $1.89M | Buy |
+27,359
| New | +$1.89M | 0.01% | 987 |
|
|
2020
Q3 | – | Sell |
-29,359
| Closed | -$1.51M | – | 2905 |
|
|
2020
Q2 | $1.51M | Sell |
29,359
-42
| -0.1% | -$2.16K | 0.01% | 840 |
|
|
2020
Q1 | $1.36M | Buy |
29,401
+23,737
| +419% | +$1.1M | 0.01% | 839 |
|
|
2019
Q4 | $389K | Sell |
5,664
-29,267
| -84% | -$2.01M | ﹤0.01% | 1705 |
|
|
2019
Q3 | $2.26M | Buy |
34,931
+1,270
| +4% | +$82K | 0.02% | 778 |
|
|
2019
Q2 | $2.22M | Buy |
33,661
+3,249
| +11% | +$214K | 0.02% | 868 |
|
|
2019
Q1 | $1.95M | Buy |
30,412
+11,645
| +62% | +$746K | 0.02% | 757 |
|
|
2018
Q4 | $1.14M | Sell |
18,767
-26,309
| -58% | -$1.6M | 0.01% | 1065 |
|
|
2018
Q3 | $3.2M | Buy |
45,076
+11,013
| +32% | +$781K | 0.02% | 731 |
|
|
2018
Q2 | $2.6M | Buy |
34,063
+15,605
| +85% | +$1.19M | 0.02% | 691 |
|
|
2018
Q1 | $1.34M | Buy |
18,458
+13,652
| +284% | +$988K | 0.01% | 971 |
|
|
2017
Q4 | $346K | Buy |
+4,806
| New | +$346K | ﹤0.01% | 1762 |
|
|
2017
Q3 | – | Sell |
-11,535
| Closed | -$864K | – | 3143 |
|
|
2017
Q2 | $864K | Sell |
11,535
-3,644
| -24% | -$273K | 0.01% | 1366 |
|
|
2017
Q1 | $1.14M | Buy |
15,179
+6,378
| +72% | +$480K | 0.01% | 1175 |
|
|
2016
Q4 | $679K | Buy |
8,801
+2,877
| +49% | +$222K | 0.01% | 1379 |
|
|
2016
Q3 | $352K | Buy |
+5,924
| New | +$352K | ﹤0.01% | 1787 |
|
|
2016
Q2 | – | Sell |
-5,598
| Closed | -$289K | – | 2475 |
|
|
2016
Q1 | $289K | Buy |
5,598
+3,204
| +134% | +$165K | ﹤0.01% | 1784 |
|
|
2015
Q4 | $111K | Buy |
+2,394
| New | +$111K | ﹤0.01% | 2030 |
|
|
2015
Q1 | – | Sell |
-10,683
| Closed | -$608K | – | 2583 |
|
|
2014
Q4 | $608K | Buy |
+10,683
| New | +$608K | ﹤0.01% | 1347 |
|
|
2014
Q2 | – | Sell |
-5,625
| Closed | -$364K | – | 2258 |
|
|
2014
Q1 | $364K | Buy |
5,625
+442
| +9% | +$28.6K | ﹤0.01% | 1470 |
|
|
2013
Q4 | $333K | Sell |
5,183
-4,010
| -44% | -$258K | ﹤0.01% | 1575 |
|
|
2013
Q3 | $500K | Buy |
9,193
+7,185
| +358% | +$391K | ﹤0.01% | 1447 |
|
|
2013
Q2 | $112K | Buy |
+2,008
| New | +$112K | ﹤0.01% | 1709 |
|