ETF Store’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 | $306K | Hold |
2,908
| – | – | 0.35% | 54 |
|
|
2025
Q1 | $294K | Hold |
2,908
| – | – | 0.36% | 53 |
|
|
2024
Q4 | $328K | Hold |
2,908
| – | – | 0.41% | 46 |
|
|
2024
Q3 | $306K | Hold |
2,908
| – | – | 0.31% | 63 |
|
|
2024
Q2 | $243K | Sell |
2,908
-102
| -3% | -$8.51K | 0.25% | 74 |
|
|
2024
Q1 | $262K | Buy |
3,010
+1
| +0% | +$87 | 0.15% | 98 |
|
|
2023
Q4 | $251K | Buy |
+3,009
| New | +$251K | 0.16% | 87 |
|