Dynamic Technology Lab’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
3,430
-3,399
| -50% | -$358K | 0.05% | 627 |
|
|
2025
Q1 | $690K | Sell |
6,829
-12,571
| -65% | -$1.27M | 0.1% | 340 |
|
|
2024
Q4 | $2.19M | Buy |
+19,400
| New | +$2.19M | 0.35% | 22 |
|
|
2022
Q4 | – | Sell |
-18,270
| Closed | -$1.54M | – | 1548 |
|
|
2022
Q3 | $1.54M | Buy |
+18,270
| New | +$1.54M | 0.15% | 214 |
|
|
2021
Q1 | – | Sell |
-10,598
| Closed | -$731K | – | 1499 |
|
|
2020
Q4 | $731K | Buy |
+10,598
| New | +$731K | 0.12% | 296 |
|
|
2019
Q1 | – | Sell |
-10,200
| Closed | -$622K | – | 1353 |
|
|
2018
Q4 | $622K | Buy |
+10,200
| New | +$622K | 0.11% | 318 |
|
|
2018
Q2 | – | Sell |
-3,363
| Closed | -$243K | – | 1336 |
|
|
2018
Q1 | $243K | Sell |
3,363
-7,367
| -69% | -$532K | 0.04% | 803 |
|
|
2017
Q4 | $772K | Buy |
+10,730
| New | +$772K | 0.14% | 233 |
|
|
2017
Q2 | – | Sell |
-6,719
| Closed | -$506K | – | 1331 |
|
|
2017
Q1 | $506K | Sell |
6,719
-3,402
| -34% | -$256K | 0.12% | 300 |
|
|
2016
Q4 | $781K | Buy |
+10,121
| New | +$781K | 0.21% | 93 |
|
|
2016
Q3 | – | Sell |
-5,487
| Closed | -$292K | – | 1166 |
|
|
2016
Q2 | $292K | Buy |
+5,487
| New | +$292K | 0.08% | 536 |
|
|
2016
Q1 | – | Sell |
-5,096
| Closed | -$237K | – | 1191 |
|
|
2015
Q4 | $237K | Buy |
+5,096
| New | +$237K | 0.07% | 627 |
|