Squarepoint’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
$378K Sell
3,590
-4,267
-54% -$449K ﹤0.01% 2054
2025
Q1
$794K Sell
7,857
-24,683
-76% -$2.5M ﹤0.01% 1639
2024
Q4
$3.67M Sell
32,540
-9,064
-22% -$1.02M ﹤0.01% 901
2024
Q3
$4.37M Buy
41,604
+10,530
+34% +$1.11M 0.01% 790
2024
Q2
$2.59M Buy
+31,074
New +$2.59M ﹤0.01% 953
2023
Q4
Sell
-32,505
Closed -$2.02M 2993
2023
Q3
$2.02M Buy
+32,505
New +$2.02M 0.01% 968
2023
Q2
Sell
-30,389
Closed -$1.75M 2851
2023
Q1
$1.75M Buy
30,389
+15,070
+98% +$870K 0.01% 892
2022
Q4
$1.28M Buy
15,319
+5,787
+61% +$483K 0.01% 976
2022
Q3
$803K Sell
9,532
-388
-4% -$32.7K ﹤0.01% 1179
2022
Q2
$854K Buy
9,920
+1,811
+22% +$156K ﹤0.01% 1119
2022
Q1
$788K Sell
8,109
-44,469
-85% -$4.32M ﹤0.01% 1247
2021
Q4
$5.58M Buy
52,578
+49,618
+1,676% +$5.26M 0.01% 494
2021
Q3
$286K Buy
+2,960
New +$286K ﹤0.01% 1656
2021
Q1
Sell
-6,425
Closed -$443K 3074
2020
Q4
$443K Sell
6,425
-3,417
-35% -$236K ﹤0.01% 1578
2020
Q3
$482K Sell
9,842
-4,679
-32% -$229K 0.01% 1375
2020
Q2
$749K Buy
+14,521
New +$749K 0.01% 1085
2020
Q1
Sell
-8,460
Closed -$581K 2468
2019
Q4
$581K Sell
8,460
-3,714
-31% -$255K ﹤0.01% 1637
2019
Q3
$786K Sell
12,174
-13,441
-52% -$868K 0.01% 1344
2019
Q2
$1.69M Buy
25,615
+10,186
+66% +$670K 0.02% 930
2019
Q1
$988K Buy
+15,429
New +$988K 0.01% 1110
2018
Q2
Sell
-14,202
Closed -$1.03M 2060
2018
Q1
$1.03M Buy
+14,202
New +$1.03M 0.02% 795
2017
Q4
Sell
-5,294
Closed -$394K 2344
2017
Q3
$394K Buy
+5,294
New +$394K 0.01% 1045
2017
Q2
Sell
-6,494
Closed -$489K 1807
2017
Q1
$489K Sell
6,494
-3,949
-38% -$297K 0.01% 857
2016
Q4
$805K Buy
+10,443
New +$805K 0.03% 589
2016
Q3
Sell
-4,346
Closed -$231K 1267
2016
Q2
$231K Sell
4,346
-3,815
-47% -$203K 0.01% 842
2016
Q1
$421K Buy
+8,161
New +$421K 0.03% 688