Ellenbecker Investment Group’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 |
-1,874
| Closed | -$212K | – | 116 |
|
|
2024
Q4 | $212K | Buy |
+1,874
| New | +$212K | 0.04% | 111 |
|
|
2022
Q1 | – | Sell |
-1,965
| Closed | -$208K | – | 93 |
|
|
2021
Q4 | $208K | Buy |
+1,965
| New | +$208K | 0.06% | 86 |
|
|
2021
Q2 | – | Sell |
-2,197
| Closed | -$203K | – | 70 |
|
|
2021
Q1 | $203K | Buy |
+2,197
| New | +$203K | 0.07% | 66 |
|