Bessemer Group’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 | $26K | Sell |
243
-39
| -14% | -$4.17K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $29K | Buy |
282
+104
| +58% | +$10.7K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $20K | Buy |
178
+51
| +40% | +$5.73K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $13K | Buy |
127
+84
| +195% | +$8.6K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q3 | $3K | Buy |
43
+9
| +26% | +$628 | ﹤0.01% | 1913 |
|
|
2023
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 2085 |
|
|
2019
Q1 | – | Sell |
-4,678
| Closed | -$285K | – | 1976 |
|
|
2018
Q4 | $285K | Buy |
+4,678
| New | +$285K | ﹤0.01% | 891 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$2K | – | 2058 |
|
|
2016
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1743 |
|
|
2014
Q4 | – | Sell |
-2,310
| Closed | -$126K | – | 1555 |
|
|
2014
Q3 | $126K | Buy |
+2,310
| New | +$126K | ﹤0.01% | 738 |
|