Atria Wealth Solutions’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 | $332K | Sell |
3,147
-483
| -13% | -$51K | 0.01% | 1107 |
|
|
2025
Q1 | $368K | Sell |
3,630
-441
| -11% | -$44.8K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $461K | Sell |
4,071
-1,455
| -26% | -$165K | 0.01% | 1298 |
|
|
2024
Q3 | $583K | Sell |
5,526
-76
| -1% | -$8.02K | 0.01% | 1158 |
|
|
2024
Q2 | $469K | Buy |
5,602
+14
| +0.3% | +$1.17K | 0.01% | 1258 |
|
|
2024
Q1 | $488K | Buy |
5,588
+150
| +3% | +$13.1K | 0.01% | 1274 |
|
|
2023
Q4 | $456K | Buy |
5,438
+1,996
| +58% | +$168K | 0.01% | 1252 |
|
|
2023
Q3 | $215K | Buy |
+3,442
| New | +$215K | ﹤0.01% | 1642 |
|