Occudo Quantitative Strategies’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
7,110
-45
| -0.6% | -$4.73K | 0.08% | 290 |
|
|
2025
Q1 | $717K | Buy |
+7,155
| New | +$717K | 0.1% | 295 |
|
|
2024
Q2 | – | Sell |
-3,762
| Closed | -$327K | – | 1012 |
|
|
2024
Q1 | $327K | Buy |
+3,762
| New | +$327K | 0.06% | 445 |
|
|
2023
Q4 | – | Sell |
-5,689
| Closed | -$353K | – | 1216 |
|
|
2023
Q3 | $353K | Buy |
+5,689
| New | +$353K | 0.05% | 608 |
|
|
2023
Q2 | – | Sell |
-6,304
| Closed | -$364K | – | 1299 |
|
|
2023
Q1 | $364K | Buy |
+6,304
| New | +$364K | 0.03% | 597 |
|