Luther King Capital Management (LKCM)’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 | $5.52M | Sell |
52,534
-1,049
| -2% | -$110K | 0.02% | 230 |
|
|
2025
Q1 | $5.42M | Buy |
53,583
+48
| +0.1% | +$4.85K | 0.03% | 218 |
|
|
2024
Q4 | $6.04M | Buy |
53,535
+6,419
| +14% | +$724K | 0.03% | 212 |
|
|
2024
Q3 | $4.95M | Buy |
47,116
+32,820
| +230% | +$3.45M | 0.02% | 229 |
|
|
2024
Q2 | $1.19M | Buy |
+14,296
| New | +$1.19M | 0.01% | 375 |
|
|
2015
Q4 | – | Sell |
-80,000
| Closed | -$4.07M | – | 550 |
|
|
2015
Q3 | $4.07M | Buy |
+80,000
| New | +$4.07M | 0.04% | 263 |
|
|
2013
Q4 | – | Sell |
-6,050
| Closed | -$329K | – | 630 |
|
|
2013
Q3 | $329K | Sell |
6,050
-2,000
| -25% | -$109K | ﹤0.01% | 592 |
|
|
2013
Q2 | $448K | Buy |
+8,050
| New | +$448K | ﹤0.01% | 550 |
|