Shelton Capital Management’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 | $254K | Sell |
2,414
-55
| -2% | -$5.78K | 0.01% | 563 |
|
|
2025
Q1 | $250K | Buy |
+2,469
| New | +$250K | 0.01% | 552 |
|
|
2022
Q4 | – | Sell |
-2,395
| Closed | -$202K | – | 734 |
|
|
2022
Q3 | $202K | Hold |
2,395
| – | – | 0.01% | 645 |
|
|
2022
Q2 | $206K | Hold |
2,395
| – | – | 0.01% | 657 |
|
|
2022
Q1 | $233K | Hold |
2,395
| – | – | 0.01% | 683 |
|
|
2021
Q4 | $254K | Hold |
2,395
| – | – | 0.01% | 653 |
|
|
2021
Q3 | $232K | Hold |
2,395
| – | – | 0.01% | 686 |
|
|
2021
Q2 | $223K | Hold |
2,395
| – | – | 0.01% | 735 |
|
|
2021
Q1 | $221K | Buy |
+2,395
| New | +$221K | 0.01% | 721 |
|
|
2019
Q2 | – | Sell |
-211
| Closed | -$3.3K | – | 875 |
|
|
2019
Q1 | $3.3K | Sell |
211
-3,089
| -94% | -$48.3K | 0.01% | 692 |
|
|
2018
Q4 | $201K | Hold |
3,300
| – | – | 0.01% | 702 |
|
|
2018
Q3 | $234K | Hold |
3,300
| – | – | 0.01% | 751 |
|
|
2018
Q2 | $252K | Hold |
3,300
| – | – | 0.02% | 665 |
|
|
2018
Q1 | $239K | Hold |
3,300
| – | – | 0.02% | 679 |
|
|
2017
Q4 | $237K | Hold |
3,300
| – | – | 0.02% | 717 |
|
|
2017
Q3 | $246K | Hold |
3,300
| – | – | 0.02% | 673 |
|
|
2017
Q2 | $247K | Hold |
3,300
| – | – | 0.02% | 694 |
|
|
2017
Q1 | $249K | Sell |
3,300
-215
| -6% | -$16.2K | 0.02% | 678 |
|
|
2016
Q4 | $271K | Hold |
3,515
| – | – | 0.02% | 666 |
|
|
2016
Q3 | $209K | Buy |
+3,515
| New | +$209K | 0.02% | 728 |
|