Atria Investments’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 | $1.66M | Buy |
15,773
+299
| +2% | +$31.4K | 0.02% | 805 |
|
|
2025
Q1 | $1.56M | Buy |
15,474
+7,068
| +84% | +$715K | 0.02% | 808 |
|
|
2024
Q4 | $949K | Buy |
8,406
+787
| +10% | +$88.8K | 0.01% | 1008 |
|
|
2024
Q3 | $801K | Buy |
7,619
+2,509
| +49% | +$264K | 0.01% | 1093 |
|
|
2024
Q2 | $426K | Buy |
+5,110
| New | +$426K | 0.01% | 1385 |
|
|
2020
Q1 | – | Sell |
-5,161
| Closed | -$354K | – | 1156 |
|
|
2019
Q4 | $354K | Buy |
5,161
+904
| +21% | +$62K | 0.01% | 919 |
|
|
2019
Q3 | $275K | Buy |
4,257
+521
| +14% | +$33.7K | 0.01% | 747 |
|
|
2019
Q2 | $238K | Buy |
+3,736
| New | +$238K | 0.01% | 835 |
|