Interval Partners’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 | $3.42M | Buy |
32,544
+21,798
| +203% | +$2.29M | 0.06% | 177 |
|
|
2025
Q1 | $1.09M | Sell |
10,746
-37,439
| -78% | -$3.79M | 0.02% | 200 |
|
|
2024
Q4 | $5.44M | Sell |
48,185
-40,404
| -46% | -$4.56M | 0.11% | 137 |
|
|
2024
Q3 | $9.31M | Buy |
88,589
+49,195
| +125% | +$5.17M | 0.21% | 97 |
|
|
2024
Q2 | $3.29M | Buy |
+39,394
| New | +$3.29M | 0.07% | 180 |
|