UMB Bank’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5K | Buy |
568
+28
| +5% | +$3.67K | ﹤0.01% | 951 |
|
|
2025
Q1 | $40.5K | Buy |
540
+206
| +62% | +$15.4K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $35.1K | Buy |
334
+204
| +157% | +$21.4K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $11.5K | Buy |
130
+49
| +60% | +$4.33K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $8.83K | Sell |
81
-119
| -60% | -$13K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $36.3K | Buy |
200
+15
| +8% | +$2.72K | ﹤0.01% | 890 |
|
|
2023
Q4 | $39.4K | Sell |
185
-28
| -13% | -$5.97K | ﹤0.01% | 882 |
|
|
2023
Q3 | $34.3K | Sell |
213
-50
| -19% | -$8.05K | ﹤0.01% | 928 |
|
|
2023
Q2 | $51.7K | Buy |
263
+165
| +168% | +$32.4K | ﹤0.01% | 840 |
|
|
2023
Q1 | $20.2K | Sell |
98
-37
| -27% | -$7.62K | ﹤0.01% | 1082 |
|
|
2022
Q4 | $24K | Sell |
135
-750
| -85% | -$133K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $122K | Sell |
885
-1,124
| -56% | -$155K | ﹤0.01% | 685 |
|
|
2022
Q2 | $228K | Buy |
2,009
+822
| +69% | +$93.3K | ﹤0.01% | 599 |
|
|
2022
Q1 | $188K | Sell |
1,187
-28,623
| -96% | -$4.53M | ﹤0.01% | 661 |
|
|
2021
Q4 | $6.17M | Buy |
29,810
+23,302
| +358% | +$4.82M | 0.08% | 188 |
|
|
2021
Q3 | $1.15M | Sell |
6,508
-183
| -3% | -$32.4K | 0.03% | 228 |
|
|
2021
Q2 | $1.29M | Sell |
6,691
-1,890
| -22% | -$365K | 0.03% | 221 |
|
|
2021
Q1 | $1.64M | Sell |
8,581
-674
| -7% | -$129K | 0.04% | 196 |
|
|
2020
Q4 | $1.62M | Sell |
9,255
-36,992
| -80% | -$6.48M | 0.04% | 189 |
|
|
2020
Q3 | $4.95M | Hold |
46,247
| – | – | 0.15% | 124 |
|
|
2020
Q2 | $4.95M | Buy |
46,247
+3,789
| +9% | +$405K | 0.15% | 124 |
|
|
2020
Q1 | $2.99M | Buy |
42,458
+34,812
| +455% | +$2.45M | 0.11% | 135 |
|
|
2019
Q4 | $978K | Buy |
7,646
+1,215
| +19% | +$155K | 0.03% | 223 |
|
|
2019
Q3 | $811 | Sell |
6,431
-288
| -4% | -$36 | 0.02% | 238 |
|
|
2019
Q2 | $806 | Buy |
6,719
+109
| +2% | +$13 | 0.02% | 234 |
|
|
2019
Q1 | $822K | Buy |
+6,610
| New | +$822K | 0.03% | 226 |
|
|
2018
Q4 | – | Sell |
-1,938
| Closed | -$252K | – | 339 |
|
|
2018
Q3 | $252K | Buy |
+1,938
| New | +$252K | 0.01% | 309 |
|
|
2017
Q1 | – | Sell |
-28,357
| Closed | -$1.13M | – | 339 |
|
|
2016
Q4 | $1.13M | Sell |
28,357
-4,715
| -14% | -$188K | 0.04% | 191 |
|
|
2016
Q3 | $1.33M | Buy |
+33,072
| New | +$1.33M | 0.05% | 184 |
|