SignatureFD’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 | $422K | Buy |
4,013
+47
| +1% | +$4.94K | 0.01% | 618 |
|
|
2025
Q1 | $401K | Buy |
3,966
+525
| +15% | +$53.1K | 0.01% | 601 |
|
|
2024
Q4 | $388K | Sell |
3,441
-74
| -2% | -$8.35K | 0.01% | 604 |
|
|
2024
Q3 | $369K | Buy |
3,515
+40
| +1% | +$4.2K | 0.01% | 619 |
|
|
2024
Q2 | $290K | Sell |
3,475
-72
| -2% | -$6.01K | 0.01% | 677 |
|
|
2024
Q1 | $309K | Buy |
3,547
+45
| +1% | +$3.92K | 0.01% | 673 |
|
|
2023
Q4 | $293K | Sell |
3,502
-230
| -6% | -$19.2K | 0.01% | 650 |
|
|
2023
Q3 | $232K | Buy |
3,732
+142
| +4% | +$8.81K | 0.01% | 687 |
|
|
2023
Q2 | $219K | Buy |
3,590
+2,662
| +287% | +$162K | 0.01% | 721 |
|
|
2023
Q1 | $53.6K | Buy |
928
+360
| +63% | +$20.8K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $47.4K | Buy |
568
+162
| +40% | +$13.5K | ﹤0.01% | 1399 |
|
|
2022
Q3 | $34K | Sell |
406
-4
| -1% | -$335 | ﹤0.01% | 1480 |
|
|
2022
Q2 | $35K | Buy |
410
+94
| +30% | +$8.02K | ﹤0.01% | 1491 |
|
|
2022
Q1 | $31K | Buy |
316
+17
| +6% | +$1.67K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $32K | Sell |
299
-9
| -3% | -$963 | ﹤0.01% | 1561 |
|
|
2021
Q3 | $30K | Buy |
308
+9
| +3% | +$877 | ﹤0.01% | 1563 |
|
|
2021
Q2 | $28K | Hold |
299
| – | – | ﹤0.01% | 1579 |
|
|
2021
Q1 | $28K | Sell |
299
-22
| -7% | -$2.06K | ﹤0.01% | 1435 |
|
|
2020
Q4 | $22K | Sell |
321
-11
| -3% | -$754 | ﹤0.01% | 1425 |
|
|
2020
Q3 | $16K | Sell |
332
-154
| -32% | -$7.42K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $25K | Buy |
486
+152
| +46% | +$7.82K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $15K | Buy |
334
+194
| +139% | +$8.71K | ﹤0.01% | 1349 |
|
|
2019
Q4 | $10K | Buy |
140
+12
| +9% | +$857 | ﹤0.01% | 1475 |
|
|
2019
Q3 | $8K | Buy |
128
+107
| +510% | +$6.69K | ﹤0.01% | 1502 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1906 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1866 |
|
|
2018
Q3 | $1K | Sell |
21
-65
| -76% | -$3.1K | ﹤0.01% | 1843 |
|
|
2018
Q2 | $7K | Buy |
86
+65
| +310% | +$5.29K | ﹤0.01% | 1487 |
|
|
2018
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1582 |
|