Choreo LLC’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 | $1.33M | Sell |
12,600
-141
| -1% | -$14.9K | 0.02% | 489 |
|
|
2025
Q1 | $1.29M | Buy |
12,741
+5,787
| +83% | +$587K | 0.02% | 472 |
|
|
2024
Q4 | $789K | Sell |
6,954
-721
| -9% | -$81.8K | 0.01% | 670 |
|
|
2024
Q3 | $776K | Buy |
+7,675
| New | +$776K | 0.01% | 679 |
|
|
2014
Q4 | – | Sell |
-6,010
| Closed | -$329K | – | 154 |
|
|
2014
Q3 | $329K | Buy |
6,010
+1,010
| +20% | +$55.3K | 0.1% | 103 |
|
|
2014
Q2 | $318K | Hold |
5,000
| – | – | 0.09% | 104 |
|
|
2014
Q1 | $325K | Buy |
+5,000
| New | +$325K | 0.1% | 101 |
|