Clearstead 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 | $284K | Buy |
2,697
+374
| +16% | +$39.3K | ﹤0.01% | 781 |
|
|
2025
Q1 | $235K | Buy |
+2,323
| New | +$235K | ﹤0.01% | 778 |
|
|
2024
Q2 | – | Sell |
-47
| Closed | -$3.94K | – | 2072 |
|
|
2024
Q1 | $3.94K | Buy |
47
+18
| +62% | +$1.51K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $2.42K | Sell |
29
-29
| -50% | -$2.42K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $3.6K | Buy |
+58
| New | +$3.6K | ﹤0.01% | 1301 |
|