Algert Global’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-57,718
| Closed | -$4.82M | – | 1592 |
|
|
2024
Q2 | $4.82M | Buy |
57,718
+4,663
| +9% | +$389K | 0.16% | 185 |
|
|
2024
Q1 | $4.62M | Sell |
53,055
-1,340
| -2% | -$117K | 0.18% | 172 |
|
|
2023
Q4 | $4.55M | Sell |
54,395
-5,080
| -9% | -$424K | 0.18% | 165 |
|
|
2023
Q3 | $3.69M | Sell |
59,475
-8,451
| -12% | -$524K | 0.17% | 177 |
|
|
2023
Q2 | $4.14M | Buy |
67,926
+33,371
| +97% | +$2.03M | 0.18% | 159 |
|
|
2023
Q1 | $2M | Buy |
34,555
+1,752
| +5% | +$101K | 0.09% | 351 |
|
|
2022
Q4 | $2.74M | Buy |
32,803
+20,350
| +163% | +$1.7M | 0.15% | 199 |
|
|
2022
Q3 | $1.05M | Buy |
12,453
+9,938
| +395% | +$838K | 0.06% | 521 |
|
|
2022
Q2 | $217K | Hold |
2,515
| – | – | 0.02% | 1004 |
|
|
2022
Q1 | $244K | Buy |
+2,515
| New | +$244K | 0.02% | 1006 |
|