Advisory Research’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,887
Closed -$1.49M 316
2023
Q4
$1.49M Buy
+17,887
New +$1.49M 0.23% 116