EverSource Wealth Advisors’s UMB Financial UMBF Stock Holding History

EverSource Wealth Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$42.6K	Buy
2025 Q1	$14K	Buy
2024 Q4	$14.4K	Buy
2024 Q3	$9.88K	Hold
2024 Q2	$9.59K	Buy
2024 Q1	$7.33K	Hold
2023 Q4	$7.69K	Buy
2023 Q3	$4.16K	Hold
2023 Q2	$4.08K	Buy
2023 Q1	$404	Buy