AssetMark Inc’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 | $280K | Sell |
2,661
-50
| -2% | -$5.26K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $274K | Sell |
2,711
-344
| -11% | -$34.8K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $345K | Sell |
3,055
-107
| -3% | -$12.1K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $332K | Buy |
3,162
+2,692
| +573% | +$283K | ﹤0.01% | 943 |
|
|
2024
Q2 | $39.2K | Buy |
470
+140
| +42% | +$11.7K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $28.7K | Hold |
330
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q4 | $27.6K | Buy |
+330
| New | +$27.6K | ﹤0.01% | 1250 |
|