AGF Investments LLC’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,722
| Closed | -$819K | – | 520 |
|
|
2021
Q4 | $819K | Buy |
7,722
+966
| +14% | +$102K | 0.07% | 159 |
|
|
2021
Q3 | $653K | Buy |
+6,756
| New | +$653K | 0.06% | 87 |
|
|
2021
Q2 | – | Sell |
-7,382
| Closed | -$682K | – | 507 |
|
|
2021
Q1 | $682K | Sell |
7,382
-3,079
| -29% | -$284K | 0.08% | 106 |
|
|
2020
Q4 | $722K | Sell |
10,461
-14,848
| -59% | -$1.02M | 0.09% | 219 |
|
|
2020
Q3 | $1.24M | Buy |
25,309
+1,645
| +7% | +$80.6K | 0.14% | 183 |
|
|
2020
Q2 | $1.22M | Buy |
+23,664
| New | +$1.22M | 0.12% | 173 |
|
|
2019
Q4 | – | Sell |
-59
| Closed | -$4K | – | 692 |
|
|
2019
Q3 | $4K | Sell |
59
-59
| -50% | -$4K | ﹤0.01% | 587 |
|
|
2019
Q2 | $8K | Hold |
118
| – | – | ﹤0.01% | 560 |
|
|
2019
Q1 | $8K | Hold |
118
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $7K | Hold |
118
| – | – | ﹤0.01% | 616 |
|
|
2018
Q3 | $8K | Sell |
118
-118
| -50% | -$8K | ﹤0.01% | 749 |
|
|
2018
Q2 | $18 | Buy |
236
+118
| +100% | +$9 | ﹤0.01% | 674 |
|
|
2018
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 516 |
|
|
2017
Q4 | $9K | Sell |
118
-14
| -11% | -$1.07K | ﹤0.01% | 616 |
|
|
2017
Q3 | $10K | Hold |
132
| – | – | ﹤0.01% | 571 |
|
|
2017
Q2 | $10K | Sell |
132
-122
| -48% | -$9.24K | ﹤0.01% | 546 |
|
|
2017
Q1 | $19K | Hold |
254
| – | – | ﹤0.01% | 384 |
|
|
2016
Q4 | $20K | Buy |
+254
| New | +$20K | 0.01% | 410 |
|