Zurich Cantonal Bank’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 | $1.98M | Sell |
18,800
-9
| -0% | -$946 | ﹤0.01% | 867 |
|
|
2025
Q1 | $1.9M | Buy |
18,809
+7,164
| +62% | +$724K | 0.01% | 848 |
|
|
2024
Q4 | $1.31M | Buy |
11,645
+1,190
| +11% | +$134K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $1.1M | Hold |
10,455
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q2 | $872K | Buy |
10,455
+1,476
| +16% | +$123K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $781K | Sell |
8,979
-1,034
| -10% | -$89.9K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $837K | Buy |
10,013
+730
| +8% | +$61K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $576K | Buy |
9,283
+1,034
| +13% | +$64.2K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $502K | Buy |
8,249
+1,399
| +20% | +$85.2K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $395K | Hold |
6,850
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q4 | $572K | Buy |
6,850
+1,157
| +20% | +$96.6K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $480K | Hold |
5,693
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q2 | $490K | Sell |
5,693
-610
| -10% | -$52.5K | ﹤0.01% | 1245 |
|
|
2022
Q1 | $612K | Buy |
6,303
+538
| +9% | +$52.2K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $612K | Buy |
5,765
+1,373
| +31% | +$146K | ﹤0.01% | 1300 |
|
|
2021
Q3 | $425K | Buy |
+4,392
| New | +$425K | ﹤0.01% | 1408 |
|
|
2021
Q1 | – | Sell |
-5,148
| Closed | -$355K | – | 2577 |
|
|
2020
Q4 | $355K | Hold |
5,148
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q3 | $252K | Hold |
5,148
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q2 | $265K | Buy |
5,148
+1,669
| +48% | +$85.9K | ﹤0.01% | 1349 |
|
|
2020
Q1 | $161K | Buy |
3,479
+558
| +19% | +$25.8K | ﹤0.01% | 1328 |
|
|
2019
Q4 | $200K | Hold |
2,921
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q3 | $189K | Hold |
2,921
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q2 | $192K | Buy |
2,921
+355
| +14% | +$23.3K | ﹤0.01% | 1248 |
|
|
2019
Q1 | $164K | Sell |
2,566
-689
| -21% | -$44K | ﹤0.01% | 1282 |
|
|
2018
Q4 | $198K | Buy |
3,255
+408
| +14% | +$24.8K | ﹤0.01% | 1212 |
|
|
2018
Q3 | $202K | Buy |
2,847
+436
| +18% | +$30.9K | ﹤0.01% | 1299 |
|
|
2018
Q2 | $184K | Hold |
2,411
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $175K | Hold |
2,411
| – | – | ﹤0.01% | 1283 |
|
|
2017
Q4 | $173K | Buy |
2,411
+807
| +50% | +$57.9K | ﹤0.01% | 1271 |
|
|
2017
Q3 | $119K | Hold |
1,604
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q2 | $120K | Buy |
1,604
+130
| +9% | +$9.73K | ﹤0.01% | 1252 |
|
|
2017
Q1 | $111K | Hold |
1,474
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q4 | $114K | Hold |
1,474
| – | – | ﹤0.01% | 1225 |
|
|
2016
Q3 | $88K | Buy |
1,474
+162
| +12% | +$9.67K | ﹤0.01% | 1340 |
|
|
2016
Q2 | $70K | Hold |
1,312
| – | – | ﹤0.01% | 1332 |
|
|
2016
Q1 | $68K | Hold |
1,312
| – | – | ﹤0.01% | 1309 |
|
|
2015
Q4 | $61K | Buy |
1,312
+730
| +125% | +$33.9K | ﹤0.01% | 1340 |
|
|
2015
Q3 | $30K | Buy |
582
+469
| +415% | +$24.2K | ﹤0.01% | 1360 |
|
|
2015
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 1813 |
|
|
2015
Q1 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 1774 |
|