Cornercap Investment Counsel’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,091
| Closed | -$349K | – | 431 |
|
|
2024
Q4 | $349K | Hold |
3,091
| – | – | 0.11% | 316 |
|
|
2024
Q3 | $325K | Sell |
3,091
-4,650
| -60% | -$489K | 0.1% | 345 |
|
|
2024
Q2 | $646K | Buy |
+7,741
| New | +$646K | 0.11% | 336 |
|
|
2023
Q2 | – | Sell |
-9,400
| Closed | -$543K | – | 666 |
|
|
2023
Q1 | $543K | Buy |
+9,400
| New | +$543K | 0.1% | 366 |
|