Advisornet Financial’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 | $141K | Buy |
1,345
+2
| +0.1% | +$210 | 0.01% | 657 |
|
|
2025
Q1 | $136K | Buy |
1,343
+605
| +82% | +$61.2K | 0.01% | 639 |
|
|
2024
Q4 | $83.3K | Hold |
738
| – | – | 0.01% | 729 |
|
|
2024
Q3 | $77.6K | Buy |
+738
| New | +$77.6K | 0.01% | 767 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$418 | – | 2492 |
|
|
2023
Q4 | $418 | Buy |
+5
| New | +$418 | ﹤0.01% | 2150 |
|