Xponance’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 | $1.09M | Sell |
10,364
-1,813
| -15% | -$191K | 0.01% | 676 |
|
|
2025
Q1 | $1.23M | Buy |
12,177
+3,444
| +39% | +$348K | 0.01% | 630 |
|
|
2024
Q4 | $986K | Buy |
8,733
+2,693
| +45% | +$304K | 0.01% | 729 |
|
|
2024
Q3 | $635K | Buy |
6,040
+54
| +0.9% | +$5.68K | 0.01% | 860 |
|
|
2024
Q2 | $499K | Sell |
5,986
-339
| -5% | -$28.3K | 0.01% | 913 |
|
|
2024
Q1 | $550K | Sell |
6,325
-86
| -1% | -$7.48K | 0.01% | 924 |
|
|
2023
Q4 | $536K | Buy |
6,411
+87
| +1% | +$7.27K | 0.01% | 915 |
|
|
2023
Q3 | $392K | Sell |
6,324
-105
| -2% | -$6.52K | 0.01% | 971 |
|
|
2023
Q2 | $392K | Sell |
6,429
-396
| -6% | -$24.1K | 0.01% | 979 |
|
|
2023
Q1 | $394K | Buy |
6,825
+52
| +0.8% | +$3K | 0.01% | 977 |
|
|
2022
Q4 | $566K | Buy |
6,773
+1
| +0% | +$84 | 0.01% | 855 |
|
|
2022
Q3 | $571K | Buy |
6,772
+13
| +0.2% | +$1.1K | 0.01% | 790 |
|
|
2022
Q2 | $582K | Buy |
6,759
+429
| +7% | +$36.9K | 0.01% | 798 |
|
|
2022
Q1 | $615K | Sell |
6,330
-148
| -2% | -$14.4K | 0.01% | 807 |
|
|
2021
Q4 | $687K | Buy |
6,478
+4
| +0.1% | +$424 | 0.01% | 775 |
|
|
2021
Q3 | $626K | Sell |
6,474
-422
| -6% | -$40.8K | 0.01% | 774 |
|
|
2021
Q2 | $642K | Buy |
6,896
+2,095
| +44% | +$195K | 0.01% | 793 |
|
|
2021
Q1 | $443K | Sell |
4,801
-973
| -17% | -$89.8K | 0.01% | 832 |
|
|
2020
Q4 | $398K | Buy |
5,774
+10
| +0.2% | +$689 | 0.01% | 845 |
|
|
2020
Q3 | $282K | Sell |
5,764
-32
| -0.6% | -$1.57K | 0.01% | 879 |
|
|
2020
Q2 | $299K | Buy |
+5,796
| New | +$299K | 0.01% | 832 |
|