Y-Intercept (HK)’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 |
-6,624
| Closed | -$748K | – | 1625 |
|
|
2024
Q4 | $748K | Buy |
+6,624
| New | +$748K | 0.05% | 549 |
|
|
2024
Q1 | – | Sell |
-6,617
| Closed | -$553K | – | 1777 |
|
|
2023
Q4 | $553K | Buy |
+6,617
| New | +$553K | 0.05% | 549 |
|
|
2023
Q3 | – | Sell |
-3,484
| Closed | -$212K | – | 1628 |
|
|
2023
Q2 | $212K | Sell |
3,484
-11,951
| -77% | -$728K | 0.02% | 917 |
|
|
2023
Q1 | $891K | Buy |
+15,435
| New | +$891K | 0.1% | 290 |
|
|
2022
Q4 | – | Sell |
-6,260
| Closed | -$528K | – | 1362 |
|
|
2022
Q3 | $528K | Buy |
+6,260
| New | +$528K | 0.05% | 514 |
|