Commonwealth Equity Services’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
Q3 | $447K | Sell |
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|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $214 | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $274K | Buy |
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