Voloridge Investment 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 | – | Sell |
-97,196
| Closed | -$9.83M | – | 1390 |
|
|
2025
Q1 | $9.83M | Sell |
97,196
-51,436
| -35% | -$5.2M | 0.04% | 572 |
|
|
2024
Q4 | $16.8M | Sell |
148,632
-37,679
| -20% | -$4.25M | 0.06% | 405 |
|
|
2024
Q3 | $19.6M | Sell |
186,311
-108,742
| -37% | -$11.4M | 0.07% | 377 |
|
|
2024
Q2 | $24.6M | Buy |
295,053
+227,233
| +335% | +$19M | 0.09% | 303 |
|
|
2024
Q1 | $5.9M | Buy |
67,820
+10,305
| +18% | +$896K | 0.02% | 620 |
|
|
2023
Q4 | $4.81M | Sell |
57,515
-60,027
| -51% | -$5.02M | 0.02% | 629 |
|
|
2023
Q3 | $7.29M | Buy |
+117,542
| New | +$7.29M | 0.04% | 540 |
|
|
2023
Q1 | – | Sell |
-21,127
| Closed | -$1.76M | – | 1631 |
|
|
2022
Q4 | $1.76M | Buy |
21,127
+14,939
| +241% | +$1.25M | 0.01% | 996 |
|
|
2022
Q3 | $522K | Sell |
6,188
-37,912
| -86% | -$3.2M | ﹤0.01% | 1256 |
|
|
2022
Q2 | $3.8M | Buy |
+44,100
| New | +$3.8M | 0.02% | 779 |
|
|
2021
Q1 | – | Sell |
-11,659
| Closed | -$804K | – | 1677 |
|
|
2020
Q4 | $804K | Buy |
+11,659
| New | +$804K | 0.01% | 1027 |
|
|
2020
Q3 | – | Sell |
-29,524
| Closed | -$1.52M | – | 1518 |
|
|
2020
Q2 | $1.52M | Buy |
+29,524
| New | +$1.52M | 0.02% | 704 |
|
|
2017
Q1 | – | Sell |
-19,283
| Closed | -$1.49M | – | 699 |
|
|
2016
Q4 | $1.49M | Buy |
+19,283
| New | +$1.49M | 0.03% | 450 |
|