Farther Finance Advisors’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 | $8.2K | Sell |
78
-19
| -20% | -$2K | ﹤0.01% | 3169 |
|
|
2025
Q1 | $9.75K | Buy |
97
+34
| +54% | +$3.42K | ﹤0.01% | 2750 |
|
|
2024
Q4 | $7.11K | Sell |
63
-10
| -14% | -$1.13K | ﹤0.01% | 2515 |
|
|
2024
Q3 | $7.67K | Buy |
73
+7
| +11% | +$735 | ﹤0.01% | 2467 |
|
|
2024
Q2 | $5.44K | Buy |
66
+18
| +38% | +$1.48K | ﹤0.01% | 2361 |
|
|
2024
Q1 | $4.06K | Hold |
48
| – | – | ﹤0.01% | 2161 |
|
|
2023
Q4 | $4.01K | Buy |
48
+42
| +700% | +$3.51K | ﹤0.01% | 2084 |
|
|
2023
Q3 | $372 | Hold |
6
| – | – | ﹤0.01% | 2341 |
|
|
2023
Q2 | $365 | Buy |
+6
| New | +$365 | ﹤0.01% | 2238 |
|