Arax Advisory Partners’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 | $23.6K | Buy |
224
+212
| +1,767% | +$22.3K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $1.21K | Sell |
12
-242
| -95% | -$24.5K | ﹤0.01% | 2240 |
|
|
2024
Q4 | $28.7K | Hold |
254
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q3 | $26.7K | Sell |
254
-6
| -2% | -$631 | ﹤0.01% | 962 |
|
|
2024
Q2 | $21.7K | Buy |
260
+252
| +3,150% | +$21K | ﹤0.01% | 936 |
|
|
2024
Q1 | $696 | Hold |
8
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q4 | $669 | Buy |
+8
| New | +$669 | ﹤0.01% | 1190 |
|