Continuum Advisory’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$677 1945
2024
Q4
$677 Hold
6
﹤0.01% 1688
2024
Q3
$737 Hold
6
﹤0.01% 1701
2024
Q2
$501 Buy
6
+1
+20% +$84 ﹤0.01% 1598
2024
Q1
$408 Buy
+5
New +$408 ﹤0.01% 1630