AlphaQuest’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 | $123K | Hold |
1,174
| – | – | 0.01% | 1360 |
|
|
2025
Q1 | $119K | Sell |
1,174
-25,241
| -96% | -$2.55M | 0.01% | 1238 |
|
|
2024
Q4 | $2.98M | Buy |
26,415
+9,382
| +55% | +$1.06M | 0.4% | 15 |
|
|
2024
Q3 | $1.79M | Sell |
17,033
-751
| -4% | -$78.9K | 0.16% | 176 |
|
|
2024
Q2 | $1.48M | Buy |
17,784
+10,498
| +144% | +$876K | 0.2% | 152 |
|
|
2024
Q1 | $634K | Sell |
7,286
-9,652
| -57% | -$840K | 0.11% | 306 |
|
|
2023
Q4 | $1.42M | Buy |
+16,938
| New | +$1.42M | 0.3% | 70 |
|