Thrivent Financial for Lutherans’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 | $6.68M | Sell |
63,493
-36,647
| -37% | -$3.85M | 0.01% | 711 |
|
|
2025
Q1 | $10.1M | Buy |
100,140
+82,307
| +462% | +$8.32M | 0.02% | 604 |
|
|
2024
Q4 | $2.01M | Sell |
17,833
-2,169
| -11% | -$245K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $2.1M | Sell |
20,002
-19,756
| -50% | -$2.08M | ﹤0.01% | 1402 |
|
|
2024
Q2 | $3.32M | Buy |
39,758
+20,703
| +109% | +$1.73M | 0.01% | 1072 |
|
|
2024
Q1 | $1.66M | Sell |
19,055
-1,925
| -9% | -$167K | ﹤0.01% | 1552 |
|
|
2023
Q4 | $1.75M | Sell |
20,980
-5,360
| -20% | -$448K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $1.64M | Sell |
26,340
-18,446
| -41% | -$1.14M | ﹤0.01% | 1430 |
|
|
2023
Q2 | $2.73M | Sell |
44,786
-3,376
| -7% | -$206K | 0.01% | 1146 |
|
|
2023
Q1 | $2.78M | Buy |
48,162
+36,580
| +316% | +$2.11M | 0.01% | 1079 |
|
|
2022
Q4 | $967K | Buy |
11,582
+75
| +0.7% | +$6.26K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $970K | Buy |
11,507
+205
| +2% | +$17.3K | ﹤0.01% | 1699 |
|
|
2022
Q2 | $973K | Buy |
11,302
+39
| +0.3% | +$3.36K | ﹤0.01% | 1734 |
|
|
2022
Q1 | $1.09M | Sell |
11,263
-85
| -0.7% | -$8.26K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $1.2M | Buy |
11,348
+101
| +0.9% | +$10.7K | ﹤0.01% | 1733 |
|
|
2021
Q3 | $1.09M | Sell |
11,247
-295
| -3% | -$28.5K | ﹤0.01% | 1765 |
|
|
2021
Q2 | $1.07M | Buy |
11,542
+14
| +0.1% | +$1.3K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $1.06M | Buy |
11,528
+210
| +2% | +$19.4K | ﹤0.01% | 1828 |
|
|
2020
Q4 | $781K | Sell |
11,318
-323
| -3% | -$22.3K | ﹤0.01% | 1921 |
|
|
2020
Q3 | $571K | Sell |
11,641
-61
| -0.5% | -$2.99K | ﹤0.01% | 1894 |
|
|
2020
Q2 | $603K | Sell |
11,702
-5,180
| -31% | -$267K | ﹤0.01% | 1824 |
|
|
2020
Q1 | $783K | Buy |
16,882
+5,594
| +50% | +$259K | ﹤0.01% | 1450 |
|
|
2019
Q4 | $775K | Buy |
11,288
+77
| +0.7% | +$5.29K | ﹤0.01% | 1628 |
|
|
2019
Q3 | $724K | Sell |
11,211
-460
| -4% | -$29.7K | ﹤0.01% | 1619 |
|
|
2019
Q2 | $768K | Buy |
11,671
+44
| +0.4% | +$2.9K | ﹤0.01% | 1573 |
|
|
2019
Q1 | $745K | Buy |
11,627
+184
| +2% | +$11.8K | ﹤0.01% | 1558 |
|
|
2018
Q4 | $698K | Buy |
11,443
+825
| +8% | +$50.3K | ﹤0.01% | 1383 |
|
|
2018
Q3 | $753K | Sell |
10,618
-4,751
| -31% | -$337K | ﹤0.01% | 1460 |
|
|
2018
Q2 | $1.17M | Buy |
15,369
+5,456
| +55% | +$416K | ﹤0.01% | 1166 |
|
|
2018
Q1 | $718K | Buy |
9,913
+346
| +4% | +$25.1K | ﹤0.01% | 1425 |
|
|
2017
Q4 | $688K | Buy |
9,567
+187
| +2% | +$13.4K | ﹤0.01% | 1473 |
|
|
2017
Q3 | $699K | Buy |
9,380
+490
| +6% | +$36.5K | ﹤0.01% | 1369 |
|
|
2017
Q2 | $666K | Buy |
8,890
+610
| +7% | +$45.7K | ﹤0.01% | 1349 |
|
|
2017
Q1 | $624K | Buy |
8,280
+730
| +10% | +$55K | ﹤0.01% | 1412 |
|
|
2016
Q4 | $582K | Sell |
7,550
-14,730
| -66% | -$1.14M | ﹤0.01% | 1427 |
|
|
2016
Q3 | $1.33M | Buy |
22,280
+2,030
| +10% | +$121K | 0.01% | 1014 |
|
|
2016
Q2 | $1.08M | Buy |
20,250
+780
| +4% | +$41.5K | 0.01% | 1072 |
|
|
2016
Q1 | $1.01M | Buy |
19,470
+1,480
| +8% | +$76.4K | ﹤0.01% | 1078 |
|
|
2015
Q4 | $837K | Buy |
17,990
+590
| +3% | +$27.5K | ﹤0.01% | 1127 |
|
|
2015
Q3 | $884K | Buy |
17,400
+1,550
| +10% | +$78.7K | ﹤0.01% | 999 |
|
|
2015
Q2 | $904K | Buy |
15,850
+1,800
| +13% | +$103K | 0.01% | 857 |
|
|
2015
Q1 | $743K | Buy |
14,050
+200
| +1% | +$10.6K | ﹤0.01% | 947 |
|
|
2014
Q4 | $788K | Buy |
13,850
+150
| +1% | +$8.53K | ﹤0.01% | 912 |
|
|
2014
Q3 | $747K | Hold |
13,700
| – | – | ﹤0.01% | 946 |
|
|
2014
Q2 | $868K | Hold |
13,700
| – | – | ﹤0.01% | 924 |
|
|
2014
Q1 | $886K | Hold |
13,700
| – | – | 0.01% | 754 |
|
|
2013
Q4 | $881K | Buy |
13,700
+200
| +1% | +$12.9K | 0.01% | 791 |
|
|
2013
Q3 | $734K | Buy |
13,500
+1,600
| +13% | +$87K | ﹤0.01% | 791 |
|
|
2013
Q2 | $662 | Buy |
+11,900
| New | +$662 | ﹤0.01% | 807 |
|