Concord Wealth Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$2.18K | – | 912 |
|
|
2024
Q1 | $2.18K | Buy |
+25
| New | +$2.18K | ﹤0.01% | 747 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$1.74K | – | 1026 |
|
|
2023
Q3 | $1.74K | Hold |
28
| – | – | ﹤0.01% | 890 |
|
|
2023
Q2 | $1.71K | Buy |
28
+3
| +12% | +$183 | ﹤0.01% | 894 |
|
|
2023
Q1 | $1.44K | Buy |
25
+22
| +733% | +$1.27K | ﹤0.01% | 856 |
|
|
2022
Q4 | $251 | Buy |
+3
| New | +$251 | ﹤0.01% | 1193 |
|
|
2022
Q3 | – | Sell |
-103
| Closed | -$9K | – | 1091 |
|
|
2022
Q2 | $9K | Buy |
103
+3
| +3% | +$262 | ﹤0.01% | 714 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 767 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$9K | – | 1029 |
|
|
2021
Q2 | $9K | Sell |
100
-41
| -29% | -$3.69K | ﹤0.01% | 642 |
|
|
2021
Q1 | $13K | Buy |
+141
| New | +$13K | ﹤0.01% | 548 |
|