AE Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,602
| Closed | -$266K | – | 2045 |
|
|
2023
Q1 | $266K | Sell |
4,602
-3,402
| -43% | -$196K | ﹤0.01% | 1608 |
|
|
2022
Q4 | $668K | Buy |
8,004
+422
| +6% | +$35.2K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $639K | Sell |
7,582
-62
| -0.8% | -$5.23K | 0.01% | 1119 |
|
|
2022
Q2 | $658K | Sell |
7,644
-245
| -3% | -$21.1K | 0.01% | 1061 |
|
|
2022
Q1 | $766K | Buy |
7,889
+163
| +2% | +$15.8K | 0.01% | 1027 |
|
|
2021
Q4 | $820K | Buy |
7,726
+216
| +3% | +$22.9K | 0.01% | 1019 |
|
|
2021
Q3 | $726K | Sell |
7,510
-107
| -1% | -$10.3K | 0.01% | 984 |
|
|
2021
Q2 | $709K | Buy |
7,617
+180
| +2% | +$16.8K | 0.01% | 979 |
|
|
2021
Q1 | $687K | Sell |
7,437
-1,838
| -20% | -$170K | 0.01% | 890 |
|
|
2020
Q4 | $640K | Buy |
9,275
+1,467
| +19% | +$101K | 0.01% | 875 |
|
|
2020
Q3 | $383K | Buy |
7,808
+1,932
| +33% | +$94.8K | 0.01% | 956 |
|
|
2020
Q2 | $303K | Sell |
5,876
-350
| -6% | -$18K | ﹤0.01% | 1014 |
|
|
2020
Q1 | $289K | Buy |
6,226
+1,723
| +38% | +$80K | 0.01% | 886 |
|
|
2019
Q4 | $309K | Buy |
4,503
+528
| +13% | +$36.2K | 0.01% | 889 |
|
|
2019
Q3 | $257K | Buy |
+3,975
| New | +$257K | 0.01% | 837 |
|