Coldstream Capital Management’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 | $216K | Sell |
2,053
-106
| -5% | -$11.1K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $218K | Buy |
2,159
+89
| +4% | +$9K | ﹤0.01% | 963 |
|
|
2024
Q4 | $234K | Sell |
2,070
-1
| -0% | -$113 | 0.01% | 948 |
|
|
2024
Q3 | $218K | Buy |
+2,071
| New | +$218K | ﹤0.01% | 994 |
|
|
2020
Q2 | – | Sell |
-14,079
| Closed | -$653K | – | 335 |
|
|
2020
Q1 | $653K | Buy |
14,079
+769
| +6% | +$35.7K | 0.07% | 147 |
|
|
2019
Q4 | $914K | Sell |
13,310
-343
| -3% | -$23.6K | 0.07% | 152 |
|
|
2019
Q3 | $882K | Sell |
13,653
-2,407
| -15% | -$155K | 0.07% | 157 |
|
|
2019
Q2 | $1.06M | Sell |
16,060
-362
| -2% | -$23.8K | 0.09% | 128 |
|
|
2019
Q1 | $1.05M | Buy |
+16,422
| New | +$1.05M | 0.09% | 124 |
|