Country Club Bank’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 | $940K | Hold |
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|
2025
Q2 | $841K | Sell |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $746K | Hold |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $545K | Hold |
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|
2024
Q1 | $578K | Hold |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $460K | Buy |
|