City State Bank’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 | $31.5K | Hold |
300
| – | – | 0.01% | 400 |
|
|
2025
Q1 | $30.3K | Hold |
300
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $33.9K | Hold |
300
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $31.5K | Hold |
300
| – | – | 0.01% | 380 |
|
|
2024
Q2 | $25K | Sell |
300
-500
| -63% | -$41.7K | 0.01% | 393 |
|
|
2024
Q1 | $70K | Hold |
800
| – | – | 0.03% | 277 |
|
|
2023
Q4 | $67K | Hold |
800
| – | – | 0.03% | 268 |
|
|
2023
Q3 | $50K | Hold |
800
| – | – | 0.03% | 292 |
|
|
2023
Q2 | $49K | Buy |
800
+500
| +167% | +$30.6K | 0.03% | 296 |
|
|
2023
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 406 |
|