Ergoteles’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80,769
| Closed | -$4.66M | – | 1542 |
|
|
2023
Q1 | $4.66M | Buy |
80,769
+43,722
| +118% | +$2.52M | 0.18% | 100 |
|
|
2022
Q4 | $3.09M | Buy |
+37,047
| New | +$3.09M | 0.11% | 184 |
|
|
2022
Q3 | – | Sell |
-8,523
| Closed | -$734K | – | 2000 |
|
|
2022
Q2 | $734K | Buy |
8,523
+3,128
| +58% | +$269K | 0.02% | 675 |
|
|
2022
Q1 | $524K | Sell |
5,395
-129,244
| -96% | -$12.6M | 0.02% | 643 |
|
|
2021
Q4 | $14.3M | Buy |
134,639
+105,419
| +361% | +$11.2M | 0.56% | 34 |
|
|
2021
Q3 | $2.83M | Buy |
+29,220
| New | +$2.83M | 0.1% | 215 |
|
|
2021
Q1 | – | Sell |
-11,126
| Closed | -$768K | – | 1073 |
|
|
2020
Q4 | $768K | Buy |
+11,126
| New | +$768K | 0.03% | 377 |
|