AGF Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-47,626
| Closed | -$2.96M | – | 797 |
|
|
2023
Q3 | $2.96M | Sell |
47,626
-10,343
| -18% | -$642K | 0.02% | 373 |
|
|
2023
Q2 | $3.53M | Buy |
57,969
+20,190
| +53% | +$1.23M | 0.03% | 369 |
|
|
2023
Q1 | $2.18M | Sell |
37,779
-3,053
| -7% | -$176K | 0.02% | 482 |
|
|
2022
Q4 | $3.41M | Buy |
+40,832
| New | +$3.41M | 0.02% | 357 |
|