Capstone Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,934
| Closed | -$368K | – | 1399 |
|
|
2023
Q3 | $368K | Buy |
+5,934
| New | +$368K | ﹤0.01% | 701 |
|
|
2017
Q1 | – | Sell |
-15,161
| Closed | -$1.17M | – | 913 |
|
|
2016
Q4 | $1.17M | Buy |
+15,161
| New | +$1.17M | 0.04% | 270 |
|
|
2016
Q3 | – | Sell |
-10,300
| Closed | -$548K | – | 795 |
|
|
2016
Q2 | $548K | Buy |
10,300
+5,900
| +134% | +$314K | 0.01% | 376 |
|
|
2016
Q1 | $227K | Buy |
+4,400
| New | +$227K | 0.01% | 513 |
|