Kavar Capital Partners Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $876K | Hold |
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|
2025
Q2 | $778K | Hold |
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|
2025
Q1 | $748K | Hold |
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|
2024
Q4 | $835K | Hold |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $610K | Hold |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $599K | Hold |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $690K | Hold |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $687K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $82K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $36K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $46K | Hold |
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|
2015
Q3 | $50K | Hold |
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|
2015
Q2 | $57K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $97K | Hold |
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|
2013
Q4 | $96K | Buy |
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