FinTrust Capital Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24
| Closed | -$2.01K | – | 1333 |
|
|
2023
Q2 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 999 |
|
|
2023
Q1 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $2K | Sell |
24
-85
| -78% | -$7.1K | ﹤0.01% | 996 |
|
|
2022
Q3 | $10K | Hold |
109
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $10K | Hold |
109
| – | – | ﹤0.01% | 897 |
|
|
2022
Q1 | $10K | Sell |
109
-72
| -40% | -$6.61K | ﹤0.01% | 951 |
|
|
2021
Q4 | $19K | Hold |
181
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $18K | Hold |
181
| – | – | ﹤0.01% | 761 |
|
|
2021
Q2 | $17K | Sell |
181
-4
| -2% | -$376 | ﹤0.01% | 788 |
|
|
2021
Q1 | $17K | Hold |
185
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $13K | Hold |
185
| – | – | ﹤0.01% | 769 |
|
|
2020
Q3 | $9 | Buy |
185
+152
| +461% | +$7 | ﹤0.01% | 840 |
|
|
2020
Q2 | $2K | Sell |
33
-43
| -57% | -$2.61K | ﹤0.01% | 953 |
|
|
2020
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 917 |
|
|
2019
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 865 |
|
|
2019
Q3 | $5K | Buy |
76
+9
| +13% | +$592 | ﹤0.01% | 866 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 875 |
|
|
2019
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 992 |
|
|
2018
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 989 |
|