Aquatic Capital Management’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 | $934K | Buy |
+8,886
| New | +$934K | 0.02% | 661 |
|
|
2025
Q1 | – | Sell |
-12,982
| Closed | -$1.47M | – | 1647 |
|
|
2024
Q4 | $1.47M | Buy |
12,982
+12,082
| +1,342% | +$1.36M | 0.04% | 441 |
|
|
2024
Q3 | $94.6K | Sell |
900
-3,900
| -81% | -$410K | ﹤0.01% | 929 |
|
|
2024
Q2 | $400K | Buy |
+4,800
| New | +$400K | 0.01% | 593 |
|
|
2024
Q1 | – | Sell |
-7,900
| Closed | -$660K | – | 1665 |
|
|
2023
Q4 | $660K | Buy |
7,900
+1,300
| +20% | +$109K | 0.02% | 573 |
|
|
2023
Q3 | $410K | Buy |
6,600
+2,600
| +65% | +$162K | 0.02% | 527 |
|
|
2023
Q2 | $244K | Sell |
4,000
-5,000
| -56% | -$305K | 0.01% | 619 |
|
|
2023
Q1 | $519K | Buy |
+9,000
| New | +$519K | 0.03% | 408 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$9K | – | 1568 |
|
|
2022
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 988 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$53K | – | 1552 |
|
|
2021
Q4 | $53K | Buy |
+500
| New | +$53K | 0.1% | 294 |
|