USA Financial Formulas’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-483
| Closed | -$54.5K | – | 368 |
|
|
2024
Q4 | $54.5K | Buy |
483
+268
| +125% | +$30.2K | 0.01% | 234 |
|
|
2024
Q3 | $22.6K | Buy |
+215
| New | +$22.6K | ﹤0.01% | 246 |
|
|
2022
Q1 | – | Sell |
-845
| Closed | -$90K | – | 484 |
|
|
2021
Q4 | $90K | Buy |
+845
| New | +$90K | 0.08% | 128 |
|
|
2017
Q1 | – | Sell |
-3,991
| Closed | -$308K | – | 342 |
|
|
2016
Q4 | $308K | Buy |
+3,991
| New | +$308K | 0.08% | 188 |
|