UMB Bank’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $165K | Buy |
3,306
+1,128
| +52% | +$56.3K | ﹤0.01% | 651 |
|
2025
Q1 | $72K | Buy |
2,178
+509
| +30% | +$16.8K | ﹤0.01% | 899 |
|
2024
Q4 | $64.1K | Buy |
+1,669
| New | +$64.1K | ﹤0.01% | 817 |
|
2022
Q3 | – | Sell |
-1,845
| Closed | -$20K | – | 1821 |
|
2022
Q2 | $20K | Hold |
1,845
| – | – | ﹤0.01% | 1176 |
|
2022
Q1 | $26K | Sell |
1,845
-1,884
| -51% | -$26.6K | ﹤0.01% | 1166 |
|
2021
Q4 | $52K | Buy |
+3,729
| New | +$52K | ﹤0.01% | 985 |
|