Advantage Alpha Capital Partners’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 | – | Sell |
-2,336
| Closed | -$236K | – | 162 |
|
|
2025
Q1 | $236K | Sell |
2,336
-3,624
| -61% | -$366K | 0.06% | 117 |
|
|
2024
Q4 | $673K | Buy |
5,960
+693
| +13% | +$78.2K | 0.16% | 97 |
|
|
2024
Q3 | $554K | Buy |
5,267
+857
| +19% | +$90.1K | 0.13% | 100 |
|
|
2024
Q2 | $368K | Sell |
4,410
-464
| -10% | -$38.7K | 0.08% | 123 |
|
|
2024
Q1 | $424K | Sell |
4,874
-1,638
| -25% | -$142K | 0.08% | 125 |
|
|
2023
Q4 | $544K | Buy |
+6,512
| New | +$544K | 0.1% | 117 |
|