Blue Trust 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 | $60.6K | Buy |
576
+64
| +13% | +$6.73K | ﹤0.01% | 1281 |
|
2025
Q1 | $51.8K | Buy |
+512
| New | +$51.8K | ﹤0.01% | 1343 |
|
2024
Q4 | – | Sell |
-18
| Closed | -$1.5K | – | 2972 |
|
2024
Q3 | $1.5K | Buy |
18
+6
| +50% | +$501 | ﹤0.01% | 2634 |
|
2024
Q2 | $1.04K | Buy |
+12
| New | +$1.04K | ﹤0.01% | 2543 |
|