UMB Bank’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
7,884
-86
| -1% | -$45.3K | 0.06% | 181 |
|
|
2025
Q1 | $4.05M | Buy |
7,970
+136
| +2% | +$69.1K | 0.07% | 173 |
|
|
2024
Q4 | $3.9M | Buy |
7,834
+144
| +2% | +$71.7K | 0.06% | 178 |
|
|
2024
Q3 | $3.97M | Sell |
7,690
-286
| -4% | -$148K | 0.06% | 178 |
|
|
2024
Q2 | $3.56M | Buy |
7,976
+159
| +2% | +$70.9K | 0.06% | 181 |
|
|
2024
Q1 | $3.33M | Sell |
7,817
-549
| -7% | -$234K | 0.05% | 196 |
|
|
2023
Q4 | $3.69M | Buy |
8,366
+16
| +0.2% | +$7.05K | 0.05% | 185 |
|
|
2023
Q3 | $3.05M | Buy |
8,350
+1
| +0% | +$365 | 0.05% | 199 |
|
|
2023
Q2 | $3.35M | Buy |
8,349
+215
| +3% | +$86.2K | 0.05% | 199 |
|
|
2023
Q1 | $2.8M | Sell |
8,134
-1
| -0% | -$345 | 0.04% | 217 |
|
|
2022
Q4 | $2.73M | Sell |
8,135
-112
| -1% | -$37.5K | 0.04% | 225 |
|
|
2022
Q3 | $2.52M | Buy |
8,247
+1,903
| +30% | +$581K | 0.04% | 235 |
|
|
2022
Q2 | $2.14M | Sell |
6,344
-17
| -0.3% | -$5.73K | 0.03% | 272 |
|
|
2022
Q1 | $2.61M | Sell |
6,361
-87
| -1% | -$35.7K | 0.03% | 269 |
|
|
2021
Q4 | $3.04M | Buy |
6,448
+5,407
| +519% | +$2.55M | 0.04% | 246 |
|
|
2021
Q3 | $442K | Sell |
1,041
-6
| -0.6% | -$2.55K | 0.01% | 302 |
|
|
2021
Q2 | $430K | Sell |
1,047
-21
| -2% | -$8.63K | 0.01% | 301 |
|
|
2021
Q1 | $376K | Buy |
+1,068
| New | +$376K | 0.01% | 300 |
|
|
2020
Q4 | – | Sell |
-1,247
| Closed | -$411K | – | 367 |
|
|
2020
Q3 | $411K | Hold |
1,247
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $411K | Buy |
1,247
+11
| +0.9% | +$3.63K | 0.01% | 268 |
|
|
2020
Q1 | $302K | Buy |
1,236
+6
| +0.5% | +$1.47K | 0.01% | 278 |
|
|
2019
Q4 | $336K | Buy |
1,230
+19
| +2% | +$5.19K | 0.01% | 301 |
|
|
2019
Q3 | $296 | Sell |
1,211
-76
| -6% | -$19 | 0.01% | 322 |
|
|
2019
Q2 | $294 | Buy |
1,287
+9
| +0.7% | +$2 | 0.01% | 313 |
|
|
2019
Q1 | $270K | Buy |
1,278
+45
| +4% | +$9.51K | 0.01% | 311 |
|
|
2018
Q4 | $209 | Buy |
+1,233
| New | +$209 | 0.01% | 316 |
|
|
2018
Q3 | – | Sell |
-1,001
| Closed | -$204K | – | 361 |
|
|
2018
Q2 | $204K | Buy |
+1,001
| New | +$204K | 0.01% | 320 |
|
|
2017
Q3 | – | Sell |
-2,183
| Closed | -$318K | – | 324 |
|
|
2017
Q2 | $318K | Hold |
2,183
| – | – | 0.01% | 276 |
|
|
2017
Q1 | $286K | Sell |
2,183
-54
| -2% | -$7.08K | 0.01% | 293 |
|
|
2016
Q4 | $240K | Sell |
2,237
-190
| -8% | -$20.4K | 0.01% | 305 |
|
|
2016
Q3 | $307K | Sell |
2,427
-1,307
| -35% | -$165K | 0.01% | 288 |
|
|
2016
Q2 | $401K | Buy |
+3,734
| New | +$401K | 0.02% | 253 |
|