Envestnet Portfolio Solutions’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 | $1.08M | Buy |
10,288
+4,756
| +86% | +$500K | ﹤0.01% | 765 |
|
|
2025
Q1 | $559K | Sell |
5,532
-478
| -8% | -$48.3K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $678K | Buy |
6,010
+232
| +4% | +$26.2K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $607K | Buy |
5,778
+1,225
| +27% | +$129K | ﹤0.01% | 1094 |
|
|
2024
Q2 | $380K | Buy |
4,553
+1,246
| +38% | +$104K | ﹤0.01% | 1251 |
|
|
2024
Q1 | $288K | Sell |
3,307
-83
| -2% | -$7.22K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $283K | Buy |
+3,390
| New | +$283K | ﹤0.01% | 1327 |
|