Capital Advisors Ltd’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 | $2K | Hold |
15
| – | – | ﹤0.01% | 1107 |
|
|
2025
Q1 | $2K | Buy |
15
+2
| +15% | +$267 | ﹤0.01% | 1096 |
|
|
2024
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1305 |
|
|
2024
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1230 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1659 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1141 |
|