Elizabeth Park Capital Advisors’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 | $3.08M | Sell |
29,302
-1,155
| -4% | -$121K | 2.76% | 11 |
|
|
2025
Q1 | $3.08M | Buy |
+30,457
| New | +$3.08M | 2.79% | 14 |
|
|
2024
Q2 | – | Sell |
-34,148
| Closed | -$2.97M | – | 48 |
|
|
2024
Q1 | $2.97M | Hold |
34,148
| – | – | 2.46% | 12 |
|
|
2023
Q4 | $2.85M | Hold |
34,148
| – | – | 1.98% | 28 |
|
|
2023
Q3 | $2.12M | Buy |
34,148
+2,100
| +7% | +$130K | 1.74% | 35 |
|
|
2023
Q2 | $1.95M | Buy |
+32,048
| New | +$1.95M | 1.42% | 39 |
|