Country Club Bank’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 | $841K | Sell |
7,929
-87
| -1% | -$9.22K | 0.05% | 224 |
|
|
2025
Q1 | $803K | Buy |
8,016
+1,414
| +21% | +$142K | 0.05% | 220 |
|
|
2024
Q4 | $746K | Hold |
6,602
| – | – | 0.05% | 228 |
|
|
2024
Q3 | $687K | Sell |
6,602
-44
| -0.7% | -$4.58K | 0.05% | 229 |
|
|
2024
Q2 | $545K | Hold |
6,646
| – | – | 0.04% | 242 |
|
|
2024
Q1 | $578K | Hold |
6,646
| – | – | 0.04% | 233 |
|
|
2023
Q4 | $562K | Buy |
6,646
+790
| +13% | +$66.8K | 0.04% | 232 |
|
|
2023
Q3 | $360K | Hold |
5,856
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $363K | Buy |
5,856
+150
| +3% | +$9.3K | 0.03% | 253 |
|
|
2023
Q1 | $335K | Buy |
5,706
+1,261
| +28% | +$73.9K | 0.03% | 259 |
|
|
2022
Q4 | $371K | Hold |
4,445
| – | – | 0.03% | 245 |
|
|
2022
Q3 | $379K | Hold |
4,445
| – | – | 0.04% | 223 |
|
|
2022
Q2 | $385K | Sell |
4,445
-230
| -5% | -$19.9K | 0.04% | 217 |
|
|
2022
Q1 | $460K | Buy |
+4,675
| New | +$460K | 0.04% | 197 |
|