Covestor’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 | $57K | Buy |
546
+100
| +22% | +$10.4K | 0.03% | 844 |
|
|
2025
Q1 | $45K | Sell |
446
-109
| -20% | -$11K | 0.03% | 884 |
|
|
2024
Q4 | $63K | Buy |
555
+124
| +29% | +$14.1K | 0.04% | 769 |
|
|
2024
Q3 | $45K | Buy |
431
+102
| +31% | +$10.7K | 0.03% | 918 |
|
|
2024
Q2 | $27K | Sell |
329
-157
| -32% | -$12.9K | 0.02% | 1090 |
|
|
2024
Q1 | $42K | Sell |
486
-45
| -8% | -$3.89K | 0.03% | 955 |
|
|
2023
Q4 | $44K | Sell |
531
-751
| -59% | -$62.2K | 0.03% | 912 |
|
|
2023
Q3 | $80K | Sell |
1,282
-427
| -25% | -$26.6K | 0.06% | 551 |
|
|
2023
Q2 | $104K | Buy |
1,709
+1,352
| +379% | +$82.3K | 0.08% | 412 |
|
|
2023
Q1 | $21K | Buy |
357
+52
| +17% | +$3.06K | 0.02% | 994 |
|
|
2022
Q4 | $25K | Buy |
305
+176
| +136% | +$14.4K | 0.02% | 971 |
|
|
2022
Q3 | $11K | Sell |
129
-2
| -2% | -$171 | 0.01% | 1234 |
|
|
2022
Q2 | $11K | Sell |
131
-68
| -34% | -$5.71K | 0.01% | 1184 |
|
|
2022
Q1 | $19K | Buy |
199
+120
| +152% | +$11.5K | 0.01% | 1078 |
|
|
2021
Q4 | $8K | Buy |
+79
| New | +$8K | 0.01% | 1123 |
|