UMB Bank’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3K | Buy |
743
+519
| +232% | +$30.2K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $11.8K | Buy |
224
+70
| +45% | +$3.68K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $6.82K | Buy |
154
+145
| +1,611% | +$6.42K | ﹤0.01% | 1600 |
|
|
2024
Q3 | $441 | Hold |
9
| – | – | ﹤0.01% | 2110 |
|
|
2024
Q2 | $378 | Sell |
9
-32
| -78% | -$1.34K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $1.74K | Sell |
41
-81
| -66% | -$3.44K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $5.91K | Hold |
122
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q3 | $5.07K | Sell |
122
-303
| -71% | -$12.6K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $19.9K | Hold |
425
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q1 | $16.2K | Sell |
425
-100
| -19% | -$3.81K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $20K | Hold |
525
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q3 | $19K | Hold |
525
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q2 | $25K | Sell |
525
-9
| -2% | -$429 | ﹤0.01% | 1090 |
|
|
2022
Q1 | $29K | Hold |
534
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q4 | $26K | Buy |
+534
| New | +$26K | ﹤0.01% | 1183 |
|
|
2020
Q1 | – | Sell |
-3,995
| Closed | -$283K | – | 342 |
|
|
2019
Q4 | $283K | Sell |
3,995
-2
| -0.1% | -$142 | 0.01% | 311 |
|
|
2019
Q3 | $307 | Buy |
3,997
+287
| +8% | +$22 | 0.01% | 316 |
|
|
2019
Q2 | $277 | Buy |
3,710
+577
| +18% | +$43 | 0.01% | 319 |
|
|
2019
Q1 | $241K | Buy |
+3,133
| New | +$241K | 0.01% | 329 |
|
|
2018
Q4 | – | Sell |
-3,028
| Closed | -$207K | – | 337 |
|
|
2018
Q3 | $207K | Buy |
+3,028
| New | +$207K | 0.01% | 345 |
|
|
2018
Q1 | – | Sell |
-3,126
| Closed | -$204K | – | 335 |
|
|
2017
Q4 | $204K | Hold |
3,126
| – | – | 0.01% | 321 |
|
|
2017
Q3 | $218K | Buy |
3,126
+23
| +0.7% | +$1.6K | 0.01% | 302 |
|
|
2017
Q2 | $223K | Hold |
3,103
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $228K | Hold |
3,103
| – | – | 0.01% | 320 |
|
|
2016
Q4 | $223K | Sell |
3,103
-3,350
| -52% | -$241K | 0.01% | 312 |
|
|
2016
Q3 | $508K | Buy |
6,453
+150
| +2% | +$11.8K | 0.02% | 239 |
|
|
2016
Q2 | $508K | Buy |
6,303
+3,300
| +110% | +$266K | 0.02% | 233 |
|
|
2016
Q1 | $200K | Buy |
+3,003
| New | +$200K | 0.01% | 336 |
|