UMB Bank’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77K | Hold |
95
| – | – | ﹤0.01% | 1956 |
|
|
2025
Q1 | $2.4K | Hold |
95
| – | – | ﹤0.01% | 1937 |
|
|
2024
Q4 | $2.69K | Hold |
95
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q3 | $3.16K | Hold |
95
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q2 | $2.85K | Buy |
+95
| New | +$2.85K | ﹤0.01% | 1642 |
|
|
2023
Q4 | – | Sell |
-64
| Closed | -$2.25K | – | 1711 |
|
|
2023
Q3 | $2.25K | Hold |
64
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q2 | $2.66K | Hold |
64
| – | – | ﹤0.01% | 1489 |
|
|
2023
Q1 | $2.47K | Hold |
64
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1564 |
|
|
2022
Q2 | – | Sell |
-19
| Closed | -$1K | – | 1999 |
|
|
2022
Q1 | $1K | Sell |
19
-37
| -66% | -$1.95K | ﹤0.01% | 1923 |
|
|
2021
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1754 |
|