Ethic Inc’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 | Buy |
2,889
+597
| +26% | +$63.3K | 0.01% | 976 |
|
|
2025
Q1 | $230K | Buy |
+2,292
| New | +$230K | ﹤0.01% | 1027 |
|
|
2023
Q3 | – | Sell |
-4,446
| Closed | -$271K | – | 1066 |
|
|
2023
Q2 | $271K | Buy |
+4,446
| New | +$271K | 0.01% | 820 |
|
|
2023
Q1 | – | Sell |
-3,244
| Closed | -$271K | – | 1010 |
|
|
2022
Q4 | $271K | Sell |
3,244
-244
| -7% | -$20.4K | 0.01% | 746 |
|
|
2022
Q3 | $294K | Sell |
3,488
-1,693
| -33% | -$143K | 0.02% | 644 |
|
|
2022
Q2 | $446K | Buy |
+5,181
| New | +$446K | 0.03% | 503 |
|