Cambridge Investment Research Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $848K | Buy |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $973K | Sell |
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|
2021
Q3 | $976K | Buy |
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|
2021
Q2 | $939K | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $696K | Buy |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $522K | Buy |
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|
2020
Q1 | $468K | Buy |
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|
2019
Q4 | $653K | Buy |
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