Tower Research Capital (TRC)’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 | $1.01M | Buy |
9,608
+5,525
| +135% | +$581K | 0.03% | 544 |
|
|
2025
Q1 | $413K | Sell |
4,083
-1,390
| -25% | -$141K | 0.01% | 945 |
|
|
2024
Q4 | $618K | Buy |
5,473
+3,437
| +169% | +$388K | 0.01% | 921 |
|
|
2024
Q3 | $214K | Sell |
2,036
-15,225
| -88% | -$1.6M | 0.01% | 1573 |
|
|
2024
Q2 | $1.44M | Buy |
17,261
+16,509
| +2,195% | +$1.38M | 0.02% | 560 |
|
|
2024
Q1 | $65.4K | Sell |
752
-15,037
| -95% | -$1.31M | ﹤0.01% | 2097 |
|
|
2023
Q4 | $1.32M | Buy |
15,789
+7,147
| +83% | +$597K | 0.02% | 690 |
|
|
2023
Q3 | $536K | Buy |
8,642
+5,605
| +185% | +$348K | 0.02% | 836 |
|
|
2023
Q2 | $185K | Sell |
3,037
-14,814
| -83% | -$902K | 0.01% | 1599 |
|
|
2023
Q1 | $1.03M | Buy |
17,851
+13,481
| +308% | +$778K | 0.03% | 427 |
|
|
2022
Q4 | $365K | Sell |
4,370
-6,260
| -59% | -$523K | 0.02% | 900 |
|
|
2022
Q3 | $896K | Buy |
10,630
+7,737
| +267% | +$652K | 0.01% | 753 |
|
|
2022
Q2 | $249K | Buy |
2,893
+1,988
| +220% | +$171K | 0.01% | 1621 |
|
|
2022
Q1 | $88K | Sell |
905
-10,047
| -92% | -$977K | ﹤0.01% | 2307 |
|
|
2021
Q4 | $1.16M | Buy |
10,952
+7,796
| +247% | +$827K | 0.02% | 626 |
|
|
2021
Q3 | $305K | Sell |
3,156
-17,330
| -85% | -$1.67M | 0.01% | 1386 |
|
|
2021
Q2 | $1.91M | Buy |
20,486
+16,137
| +371% | +$1.5M | 0.05% | 328 |
|
|
2021
Q1 | $401K | Sell |
4,349
-91
| -2% | -$8.39K | 0.01% | 1413 |
|
|
2020
Q4 | $306K | Buy |
4,440
+2,901
| +188% | +$200K | 0.01% | 1370 |
|
|
2020
Q3 | $75K | Sell |
1,539
-8,326
| -84% | -$406K | ﹤0.01% | 3354 |
|
|
2020
Q2 | $509K | Buy |
9,865
+9,796
| +14,197% | +$505K | 0.02% | 1022 |
|
|
2020
Q1 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 2502 |
|
|
2019
Q4 | – | Sell |
-238
| Closed | -$15K | – | 4390 |
|
|
2019
Q3 | $15K | Sell |
238
-437
| -65% | -$27.5K | ﹤0.01% | 2682 |
|
|
2019
Q2 | $44K | Sell |
675
-1,238
| -65% | -$80.7K | ﹤0.01% | 1662 |
|
|
2019
Q1 | $123K | Buy |
1,913
+1,458
| +320% | +$93.7K | 0.01% | 1345 |
|
|
2018
Q4 | $27K | Sell |
455
-1,673
| -79% | -$99.3K | ﹤0.01% | 1715 |
|
|
2018
Q3 | $151K | Buy |
2,128
+1,716
| +417% | +$122K | 0.01% | 1134 |
|
|
2018
Q2 | $31K | Sell |
412
-1,281
| -76% | -$96.4K | ﹤0.01% | 2153 |
|
|
2018
Q1 | $123K | Buy |
1,693
+392
| +30% | +$28.5K | 0.01% | 1135 |
|
|
2017
Q4 | $94K | Sell |
1,301
-3,018
| -70% | -$218K | 0.01% | 903 |
|
|
2017
Q3 | $322K | Buy |
+4,319
| New | +$322K | 0.03% | 450 |
|
|
2017
Q1 | – | Sell |
-1,634
| Closed | -$126K | – | 3952 |
|
|
2016
Q4 | $126K | Buy |
+1,634
| New | +$126K | 0.01% | 855 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$9K | – | 4967 |
|
|
2015
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 2301 |
|
|
2015
Q3 | – | Sell |
-1,845
| Closed | -$105K | – | 4837 |
|
|
2015
Q2 | $105K | Sell |
1,845
-2,282
| -55% | -$130K | 0.01% | 763 |
|
|
2015
Q1 | $218K | Buy |
+4,127
| New | +$218K | 0.03% | 375 |
|
|
2014
Q4 | – | Sell |
-237
| Closed | -$13K | – | 4728 |
|
|
2014
Q3 | $13K | Buy |
237
+176
| +289% | +$9.65K | ﹤0.01% | 2649 |
|
|
2014
Q2 | $4K | Buy |
61
+29
| +91% | +$1.9K | ﹤0.01% | 3029 |
|
|
2014
Q1 | $2K | Sell |
32
-119
| -79% | -$7.44K | ﹤0.01% | 3917 |
|
|
2013
Q4 | $10K | Sell |
151
-5,071
| -97% | -$336K | ﹤0.01% | 3005 |
|
|
2013
Q3 | $283K | Buy |
5,222
+4,855
| +1,323% | +$263K | 0.03% | 548 |
|
|
2013
Q2 | $20K | Buy |
+367
| New | +$20K | ﹤0.01% | 1726 |
|