Allworth 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 | $20.6K | Sell |
196
-20
| -9% | -$2.1K | ﹤0.01% | 2490 |
|
|
2025
Q1 | $20.9K | Sell |
216
-135
| -38% | -$13.1K | ﹤0.01% | 2046 |
|
|
2024
Q4 | $42.3K | Sell |
351
-4
| -1% | -$482 | ﹤0.01% | 1652 |
|
|
2024
Q3 | $37.3K | Sell |
355
-12
| -3% | -$1.26K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $34.8K | Buy |
367
+205
| +127% | +$19.4K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $14.1K | Hold |
162
| – | – | ﹤0.01% | 1960 |
|
|
2023
Q4 | $13.5K | Buy |
162
+17
| +12% | +$1.42K | ﹤0.01% | 1860 |
|
|
2023
Q3 | $9K | Buy |
145
+48
| +49% | +$2.98K | ﹤0.01% | 1881 |
|
|
2023
Q2 | $5.91K | Buy |
+97
| New | +$5.91K | ﹤0.01% | 2031 |
|
|
2023
Q1 | – | Sell |
-2,180
| Closed | -$182K | – | 3295 |
|
|
2022
Q4 | $182K | Buy |
2,180
+5
| +0.2% | +$418 | ﹤0.01% | 658 |
|
|
2022
Q3 | $183K | Buy |
2,175
+2,173
| +108,650% | +$183K | ﹤0.01% | 608 |
|
|
2022
Q2 | $0 | Sell |
2
-195
| -99% | – | ﹤0.01% | 2832 |
|
|
2022
Q1 | $19K | Buy |
+197
| New | +$19K | ﹤0.01% | 1288 |
|