Yousif Capital 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 | $2.52M | Buy |
23,933
+650
| +3% | +$68.4K | 0.03% | 608 |
|
|
2025
Q1 | $2.35M | Buy |
23,283
+7,694
| +49% | +$778K | 0.03% | 627 |
|
|
2024
Q4 | $1.76M | Sell |
15,589
-725
| -4% | -$81.8K | 0.02% | 827 |
|
|
2024
Q3 | $1.71M | Sell |
16,314
-2,070
| -11% | -$218K | 0.02% | 869 |
|
|
2024
Q2 | $1.53M | Sell |
18,384
-1,420
| -7% | -$118K | 0.02% | 895 |
|
|
2024
Q1 | $1.72M | Sell |
19,804
-436
| -2% | -$37.9K | 0.02% | 881 |
|
|
2023
Q4 | $1.69M | Buy |
20,240
+47
| +0.2% | +$3.93K | 0.02% | 911 |
|
|
2023
Q3 | $1.25M | Sell |
20,193
-1,165
| -5% | -$72.3K | 0.02% | 1017 |
|
|
2023
Q2 | $1.3M | Sell |
21,358
-655
| -3% | -$39.9K | 0.02% | 1017 |
|
|
2023
Q1 | $1.27M | Sell |
22,013
-150
| -0.7% | -$8.66K | 0.02% | 1023 |
|
|
2022
Q4 | $1.85M | Sell |
22,163
-555
| -2% | -$46.4K | 0.02% | 817 |
|
|
2022
Q3 | $1.92M | Sell |
22,718
-1,942
| -8% | -$164K | 0.03% | 776 |
|
|
2022
Q2 | $2.12M | Buy |
24,660
+1,130
| +5% | +$97.3K | 0.03% | 778 |
|
|
2022
Q1 | $2.29M | Buy |
23,530
+525
| +2% | +$51K | 0.02% | 833 |
|
|
2021
Q4 | $2.44M | Buy |
+23,005
| New | +$2.44M | 0.03% | 834 |
|