FORA Capital’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 | $936K | Buy |
8,900
+5,864
| +193% | +$617K | 0.1% | 230 |
|
|
2025
Q1 | $307K | Buy |
+3,036
| New | +$307K | 0.03% | 396 |
|
|
2023
Q1 | – | Sell |
-2,758
| Closed | -$230K | – | 706 |
|
|
2022
Q4 | $230K | Buy |
+2,758
| New | +$230K | 0.04% | 422 |
|
|
2020
Q1 | – | Sell |
-918
| Closed | -$63K | – | 1359 |
|
|
2019
Q4 | $63K | Buy |
+918
| New | +$63K | 0.01% | 863 |
|