Engineers Gate Manager’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 | $553K | Buy |
+5,256
| New | +$553K | 0.01% | 1429 |
|
|
2025
Q1 | – | Sell |
-12,022
| Closed | -$1.36M | – | 2599 |
|
|
2024
Q4 | $1.36M | Buy |
12,022
+9,642
| +405% | +$1.09M | 0.02% | 821 |
|
|
2024
Q3 | $250K | Sell |
2,380
-6,239
| -72% | -$656K | ﹤0.01% | 1701 |
|
|
2024
Q2 | $719K | Buy |
+8,619
| New | +$719K | 0.02% | 1054 |
|
|
2024
Q1 | – | Sell |
-4,512
| Closed | -$377K | – | 2319 |
|
|
2023
Q4 | $377K | Sell |
4,512
-3,157
| -41% | -$264K | 0.01% | 1326 |
|
|
2023
Q3 | $476K | Buy |
7,669
+2,364
| +45% | +$147K | 0.02% | 1083 |
|
|
2023
Q2 | $323K | Sell |
5,305
-35,895
| -87% | -$2.19M | 0.01% | 1276 |
|
|
2023
Q1 | $2.38M | Buy |
41,200
+19,926
| +94% | +$1.15M | 0.1% | 270 |
|
|
2022
Q4 | $1.78M | Buy |
21,274
+18,712
| +730% | +$1.56M | 0.11% | 223 |
|
|
2022
Q3 | $216K | Sell |
2,562
-2,248
| -47% | -$190K | 0.01% | 1289 |
|
|
2022
Q2 | $414K | Sell |
4,810
-788
| -14% | -$67.8K | 0.02% | 1218 |
|
|
2022
Q1 | $544K | Buy |
5,598
+278
| +5% | +$27K | 0.02% | 1025 |
|
|
2021
Q4 | $565K | Buy |
+5,320
| New | +$565K | 0.03% | 973 |
|
|
2021
Q2 | – | Sell |
-2,910
| Closed | -$269K | – | 2032 |
|
|
2021
Q1 | $269K | Sell |
2,910
-3,500
| -55% | -$324K | 0.01% | 1390 |
|
|
2020
Q4 | $442K | Buy |
+6,410
| New | +$442K | 0.02% | 1051 |
|
|
2018
Q2 | – | Sell |
-24,165
| Closed | -$1.75M | – | 1187 |
|
|
2018
Q1 | $1.75M | Buy |
+24,165
| New | +$1.75M | 0.12% | 312 |
|
|
2015
Q2 | – | Sell |
-12,556
| Closed | -$664K | – | 1185 |
|
|
2015
Q1 | $664K | Buy |
12,556
+7,479
| +147% | +$396K | 0.09% | 417 |
|
|
2014
Q4 | $289K | Buy |
+5,077
| New | +$289K | 0.08% | 472 |
|