Avantax Planning 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 | $236K | Sell |
2,240
-463
| -17% | -$48.7K | 0.01% | 404 |
|
|
2025
Q1 | $273K | Buy |
+2,703
| New | +$273K | 0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-1,055
| Closed | -$75K | – | 1139 |
|
|
2018
Q3 | $75K | Buy |
+1,055
| New | +$75K | 0.01% | 398 |
|
|
2018
Q2 | – | Sell |
-1,273
| Closed | -$92K | – | 1402 |
|
|
2018
Q1 | $92K | Buy |
+1,273
| New | +$92K | 0.01% | 421 |
|