Coldstream Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $276K | Sell |
|
|||||
|
2025
Q3 | $379K | Buy |
|
|||||
|
2025
Q2 | $216K | Sell |
|
|||||
|
2025
Q1 | $218K | Buy |
|
|||||
|
2024
Q4 | $234K | Sell |
|
|||||
|
2024
Q3 | $218K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $653K | Buy |
|
|||||
|
2019
Q4 | $914K | Sell |
|
|||||
|
2019
Q3 | $882K | Sell |
|
|||||
|
2019
Q2 | $1.06M | Sell |
|
|||||
|
2019
Q1 | $1.05M | Buy |
|