Jackson Creek Investment Advisors’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 | $1.82M | Buy |
17,306
+2,286
| +15% | +$240K | 0.49% | 67 |
|
|
2025
Q1 | $1.52M | Sell |
15,020
-11
| -0.1% | -$1.11K | 0.48% | 55 |
|
|
2024
Q4 | $1.7M | Sell |
15,031
-469
| -3% | -$52.9K | 0.51% | 45 |
|
|
2024
Q3 | $1.63M | Buy |
+15,500
| New | +$1.63M | 0.48% | 74 |
|
|
2024
Q2 | – | Sell |
-12,412
| Closed | -$1.08M | – | 358 |
|
|
2024
Q1 | $1.08M | Buy |
+12,412
| New | +$1.08M | 0.39% | 113 |
|
|
2022
Q4 | – | Sell |
-10,076
| Closed | -$849K | – | 384 |
|
|
2022
Q3 | $849K | Sell |
10,076
-627
| -6% | -$52.8K | 0.4% | 103 |
|
|
2022
Q2 | $969K | Buy |
+10,703
| New | +$969K | 0.39% | 117 |
|
|
2021
Q4 | – | Sell |
-13,118
| Closed | -$1.27M | – | 355 |
|
|
2021
Q3 | $1.27M | Buy |
13,118
+114
| +0.9% | +$11K | 0.47% | 43 |
|
|
2021
Q2 | $1.21M | Sell |
13,004
-1,394
| -10% | -$130K | 0.45% | 60 |
|
|
2021
Q1 | $1.33M | Buy |
+14,398
| New | +$1.33M | 0.46% | 41 |
|