Gillson Capital’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-104,066
| Closed | -$8.96M | – | 184 |
|
|
2022
Q2 | $8.96M | Sell |
104,066
-63,555
| -38% | -$5.47M | 0.87% | 37 |
|
|
2022
Q1 | $16.3M | Sell |
167,621
-5,420
| -3% | -$527K | 1.3% | 23 |
|
|
2021
Q4 | $18.4M | Buy |
173,041
+8,802
| +5% | +$934K | 1.2% | 26 |
|
|
2021
Q3 | $15.9M | Buy |
164,239
+99,136
| +152% | +$9.59M | 1.16% | 27 |
|
|
2021
Q2 | $6.06M | Buy |
+65,103
| New | +$6.06M | 0.57% | 63 |
|