Axa’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 | $1.27M | Sell |
12,077
-54,696
| -82% | -$5.75M | ﹤0.01% | 844 |
|
|
2025
Q1 | $6.75M | Buy |
66,773
+7,764
| +13% | +$785K | 0.02% | 475 |
|
|
2024
Q4 | $6.66M | Hold |
59,009
| – | – | 0.02% | 467 |
|
|
2024
Q3 | $6.2M | Buy |
59,009
+39,546
| +203% | +$4.16M | 0.02% | 486 |
|
|
2024
Q2 | $1.62M | Buy |
19,463
+11,172
| +135% | +$932K | ﹤0.01% | 804 |
|
|
2024
Q1 | $721K | Buy |
+8,291
| New | +$721K | ﹤0.01% | 892 |
|
|
2023
Q2 | – | Sell |
-61,100
| Closed | -$3.53M | – | 1165 |
|
|
2023
Q1 | $3.53M | Buy |
61,100
+41,300
| +209% | +$2.38M | 0.01% | 648 |
|
|
2022
Q4 | $1.65M | Buy |
19,800
+12,600
| +175% | +$1.05M | 0.01% | 809 |
|
|
2022
Q3 | $607K | Sell |
7,200
-600
| -8% | -$50.6K | ﹤0.01% | 933 |
|
|
2022
Q2 | $672K | Buy |
+7,800
| New | +$672K | ﹤0.01% | 932 |
|