GACM
Global Alpha Capital Management’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8M | Buy |
644,644
+133,507
| +26% | +$14M | 4.23% | 3 |
|
|
2025
Q1 | $51.7M | Buy |
511,137
+89,114
| +21% | +$9.01M | 3.76% | 5 |
|
|
2024
Q4 | $47.6M | Sell |
422,023
-130,136
| -24% | -$14.7M | 3.46% | 5 |
|
|
2024
Q3 | $58M | Buy |
552,159
+9,400
| +2% | +$988K | 3.77% | 8 |
|
|
2024
Q2 | $45.3M | Buy |
542,759
+16,800
| +3% | +$1.4M | 3.3% | 9 |
|
|
2024
Q1 | $45.8M | Sell |
525,959
-136,810
| -21% | -$11.9M | 3.4% | 10 |
|
|
2023
Q4 | $55.4M | Buy |
662,769
+101,000
| +18% | +$8.44M | 4.45% | 5 |
|
|
2023
Q3 | $34.9M | Buy |
561,769
+300
| +0.1% | +$18.6K | 3.5% | 8 |
|
|
2023
Q2 | $34.2M | Sell |
561,469
-14,900
| -3% | -$907K | 3.2% | 11 |
|
|
2023
Q1 | $33.3M | Buy |
576,369
+16,047
| +3% | +$926K | 3.02% | 10 |
|
|
2022
Q4 | $46.8M | Buy |
560,322
+75,690
| +16% | +$6.32M | 4.57% | 3 |
|
|
2022
Q3 | $40.9M | Buy |
484,632
+56,600
| +13% | +$4.77M | 4.08% | 4 |
|
|
2022
Q2 | $36.9M | Sell |
428,032
-42,100
| -9% | -$3.62M | 3.98% | 5 |
|
|
2022
Q1 | $45.7M | Buy |
470,132
+58,600
| +14% | +$5.69M | 3.92% | 6 |
|
|
2021
Q4 | $43.7M | Buy |
411,532
+4,600
| +1% | +$488K | 4.23% | 5 |
|
|
2021
Q3 | $39.4M | Sell |
406,932
-3,900
| -0.9% | -$377K | 4.37% | 6 |
|
|
2021
Q2 | $38.2M | Buy |
410,832
+1,113
| +0.3% | +$104K | 4.14% | 5 |
|
|
2021
Q1 | $37.8M | Sell |
409,719
-14,370
| -3% | -$1.33M | 4.42% | 5 |
|
|
2020
Q4 | $29.3M | Sell |
424,089
-21,000
| -5% | -$1.45M | 3.59% | 11 |
|
|
2020
Q3 | $21.8M | Buy |
445,089
+93,634
| +27% | +$4.59M | 3.35% | 11 |
|
|
2020
Q2 | $18.1M | Sell |
351,455
-87,990
| -20% | -$4.54M | 2.88% | 15 |
|
|
2020
Q1 | $20.4M | Buy |
439,445
+19,650
| +5% | +$911K | 3.68% | 9 |
|
|
2019
Q4 | $28.8M | Buy |
419,795
+51,979
| +14% | +$3.57M | 4.27% | 7 |
|
|
2019
Q3 | $23.8M | Buy |
367,816
+1,500
| +0.4% | +$96.9K | 4.11% | 8 |
|
|
2019
Q2 | $24.1M | Buy |
366,316
+84,802
| +30% | +$5.58M | 4.19% | 7 |
|
|
2019
Q1 | $18M | Sell |
281,514
-149,100
| -35% | -$9.55M | 3.44% | 8 |
|
|
2018
Q4 | $26.3M | Buy |
430,614
+71,500
| +20% | +$4.36M | 6.78% | 2 |
|
|
2018
Q3 | $25.5M | Buy |
359,114
+92,000
| +34% | +$6.52M | 6.12% | 3 |
|
|
2018
Q2 | $20.4M | Buy |
267,114
+13,000
| +5% | +$991K | 6.13% | 2 |
|
|
2018
Q1 | $18.4M | Buy |
254,114
+81,900
| +48% | +$5.93M | 6% | 2 |
|
|
2017
Q4 | $12.4M | Buy |
172,214
+29,600
| +21% | +$2.13M | 4.82% | 6 |
|
|
2017
Q3 | $10.6M | Buy |
142,614
+33,181
| +30% | +$2.47M | 4.46% | 4 |
|
|
2017
Q2 | $8.19M | Buy |
109,433
+10,480
| +11% | +$785K | 3.77% | 8 |
|
|
2017
Q1 | $7.45M | Buy |
98,953
+3,100
| +3% | +$233K | 3.91% | 8 |
|
|
2016
Q4 | $7.39M | Sell |
95,853
-41,747
| -30% | -$3.22M | 4.27% | 5 |
|
|
2016
Q3 | $8.18M | Buy |
137,600
+5,000
| +4% | +$297K | 4.88% | 2 |
|
|
2016
Q2 | $7.06M | Buy |
132,600
+23,400
| +21% | +$1.25M | 4.61% | 3 |
|
|
2016
Q1 | $5.64M | Sell |
109,200
-4,700
| -4% | -$243K | 4.25% | 2 |
|
|
2015
Q4 | $5.3M | Buy |
113,900
+10,000
| +10% | +$465K | 3.93% | 3 |
|
|
2015
Q3 | $5.28M | Buy |
103,900
+31,400
| +43% | +$1.6M | 4.22% | 6 |
|
|
2015
Q2 | $4.13M | Buy |
+72,500
| New | +$4.13M | 3.34% | 12 |
|