Bell Investment Advisors’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 | $2.31K | Hold |
22
| – | – | ﹤0.01% | 1318 |
|
|
2025
Q1 | $2.23K | Hold |
22
| – | – | ﹤0.01% | 1266 |
|
|
2024
Q4 | $2.48K | Hold |
22
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q3 | $2.31K | Hold |
22
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q2 | $1.84K | Hold |
22
| – | – | ﹤0.01% | 1385 |
|
|
2024
Q1 | $1.91K | Hold |
22
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q4 | $1.84K | Sell |
22
-9
| -29% | -$752 | ﹤0.01% | 1359 |
|
|
2023
Q3 | $1.92K | Hold |
31
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q2 | $1.89K | Sell |
31
-12
| -28% | -$731 | ﹤0.01% | 1330 |
|
|
2023
Q1 | $2.48K | Buy |
43
+15
| +54% | +$866 | ﹤0.01% | 1138 |
|
|
2022
Q4 | $2.34K | Buy |
28
+6
| +27% | +$501 | ﹤0.01% | 1204 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1246 |
|
|
2021
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1172 |
|