Savant Capital’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 | $898K | Buy |
8,541
+3,848
| +82% | +$405K | 0.01% | 849 |
|
|
2025
Q1 | $474K | Buy |
4,693
+2,270
| +94% | +$229K | ﹤0.01% | 995 |
|
|
2024
Q4 | $273K | Buy |
2,423
+34
| +1% | +$3.84K | ﹤0.01% | 1152 |
|
|
2024
Q3 | $251K | Buy |
+2,389
| New | +$251K | ﹤0.01% | 1167 |
|
|
2024
Q2 | – | Sell |
-4,744
| Closed | -$413K | – | 1336 |
|
|
2024
Q1 | $413K | Buy |
+4,744
| New | +$413K | ﹤0.01% | 795 |
|