Avantax Advisory Services’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	$364K	Buy	3,458 +23	+0.7%	+$2.42K	﹤0.01%	1776
2025 Q1	$347K	Sell	3,435 -315	-8%	-$31.9K	﹤0.01%	1732
2024 Q4	$423K	Sell	3,750 -77	-2%	-$8.69K	﹤0.01%	1558
2024 Q3	$402K	Buy	+3,827	New	+$402K	﹤0.01%	1556