Natixis 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 | $3.44M | Buy |
32,731
+2,341
| +8% | +$246K | 0.01% | 919 |
|
2025
Q1 | $3.07M | Buy |
30,390
+1,069
| +4% | +$108K | 0.01% | 932 |
|
2024
Q4 | $3.31M | Buy |
29,321
+386
| +1% | +$43.6K | 0.01% | 949 |
|
2024
Q3 | $3.04M | Buy |
28,935
+9,803
| +51% | +$1.03M | 0.01% | 966 |
|
2024
Q2 | $1.6M | Buy |
+19,132
| New | +$1.6M | ﹤0.01% | 1119 |
|
2022
Q4 | – | Sell |
-15,547
| Closed | -$1.31M | – | 1515 |
|
2022
Q3 | $1.31M | Sell |
15,547
-2,000
| -11% | -$169K | 0.01% | 1022 |
|
2022
Q2 | $1.51M | Buy |
+17,547
| New | +$1.51M | 0.01% | 989 |
|