Kavar Capital Partners Group’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 | $778K | Hold |
7,402
| – | – | 0.11% | 109 |
|
|
2025
Q1 | $748K | Hold |
7,402
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $835K | Hold |
7,402
| – | – | 0.14% | 100 |
|
|
2024
Q3 | $778K | Hold |
7,402
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $617K | Sell |
7,402
-203
| -3% | -$16.9K | 0.11% | 104 |
|
|
2024
Q1 | $662K | Buy |
7,605
+303
| +4% | +$26.4K | 0.12% | 96 |
|
|
2023
Q4 | $610K | Hold |
7,302
| – | – | 0.07% | 123 |
|
|
2023
Q3 | $453K | Buy |
7,302
+200
| +3% | +$12.4K | 0.1% | 114 |
|
|
2023
Q2 | $433K | Hold |
7,102
| – | – | 0.09% | 107 |
|
|
2023
Q1 | $410K | Hold |
7,102
| – | – | 0.09% | 111 |
|
|
2022
Q4 | $593K | Hold |
7,102
| – | – | 0.14% | 90 |
|
|
2022
Q3 | $599K | Hold |
7,102
| – | – | 0.15% | 92 |
|
|
2022
Q2 | $611K | Hold |
7,102
| – | – | 0.14% | 99 |
|
|
2022
Q1 | $690K | Hold |
7,102
| – | – | 0.15% | 98 |
|
|
2021
Q4 | $754K | Hold |
7,102
| – | – | 0.16% | 94 |
|
|
2021
Q3 | $687K | Buy |
+7,102
| New | +$687K | 0.16% | 101 |
|
|
2019
Q3 | – | Sell |
-1,244
| Closed | -$82K | – | 427 |
|
|
2019
Q2 | $82K | Buy |
+1,244
| New | +$82K | 0.03% | 178 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$38K | – | 356 |
|
|
2018
Q2 | $38K | Hold |
500
| – | – | 0.02% | 206 |
|
|
2018
Q1 | $36K | Buy |
+500
| New | +$36K | 0.02% | 213 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$46K | – | 371 |
|
|
2015
Q4 | $46K | Hold |
1,000
| – | – | 0.03% | 177 |
|
|
2015
Q3 | $50K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2015
Q2 | $57K | Buy |
+1,000
| New | +$57K | 0.04% | 173 |
|
|
2014
Q2 | – | Sell |
-1,500
| Closed | -$97K | – | 419 |
|
|
2014
Q1 | $97K | Hold |
1,500
| – | – | 0.08% | 157 |
|
|
2013
Q4 | $96K | Buy |
+1,500
| New | +$96K | 0.09% | 154 |
|