Edgestream Partners’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 | $3.71M | Sell |
35,296
-61,222
| -63% | -$6.44M | 0.1% | 374 |
|
|
2025
Q1 | $9.76M | Buy |
96,518
+77,422
| +405% | +$7.83M | 0.33% | 41 |
|
|
2024
Q4 | $2.16M | Buy |
+19,096
| New | +$2.16M | 0.09% | 385 |
|
|
2024
Q3 | – | Sell |
-8,310
| Closed | -$693K | – | 1092 |
|
|
2024
Q2 | $693K | Buy |
+8,310
| New | +$693K | 0.03% | 611 |
|
|
2023
Q4 | – | Sell |
-3,739
| Closed | -$232K | – | 1075 |
|
|
2023
Q3 | $232K | Sell |
3,739
-5,206
| -58% | -$323K | 0.02% | 764 |
|
|
2023
Q2 | $545K | Buy |
+8,945
| New | +$545K | 0.05% | 509 |
|