EverSource Wealth Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6K | Buy |
405
+267
| +193% | +$28.1K | ﹤0.01% | 1715 |
|
|
2025
Q1 | $14K | Buy |
138
+10
| +8% | +$1.01K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $14.4K | Buy |
128
+34
| +36% | +$3.84K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $9.88K | Hold |
94
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q2 | $9.59K | Buy |
94
+2
| +2% | +$204 | ﹤0.01% | 1881 |
|
|
2024
Q1 | $7.33K | Hold |
92
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q4 | $7.69K | Buy |
92
+25
| +37% | +$2.09K | ﹤0.01% | 1685 |
|
|
2023
Q3 | $4.16K | Hold |
67
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q2 | $4.08K | Buy |
67
+60
| +857% | +$3.65K | ﹤0.01% | 1811 |
|
|
2023
Q1 | $404 | Buy |
+7
| New | +$404 | ﹤0.01% | 2272 |
|