Fortitude Advisory Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,906
| Closed | -$328K | – | 219 |
|
|
2024
Q4 | $328K | Sell |
2,906
-1,247
| -30% | -$141K | 0.2% | 114 |
|
|
2024
Q3 | $437K | Sell |
4,153
-396
| -9% | -$41.6K | 0.28% | 84 |
|
|
2024
Q2 | $379K | Sell |
4,549
-9
| -0.2% | -$751 | 0.23% | 89 |
|
|
2024
Q1 | $397K | Hold |
4,558
| – | – | 0.22% | 98 |
|
|
2023
Q4 | $381K | Sell |
4,558
-1,979
| -30% | -$165K | 0.23% | 99 |
|
|
2023
Q3 | $406K | Buy |
6,537
+2,276
| +53% | +$141K | 0.27% | 81 |
|
|
2023
Q2 | $259K | Hold |
4,261
| – | – | 0.19% | 130 |
|
|
2023
Q1 | $246K | Hold |
4,261
| – | – | 0.19% | 147 |
|
|
2022
Q4 | $356K | Sell |
4,261
-12
| -0.3% | -$1K | 0.3% | 89 |
|
|
2022
Q3 | $360K | Hold |
4,273
| – | – | 0.34% | 76 |
|
|
2022
Q2 | $368K | Buy |
4,273
+4,028
| +1,644% | +$347K | 0.34% | 81 |
|
|
2022
Q1 | $24K | Hold |
245
| – | – | 0.01% | 768 |
|
|
2021
Q4 | $26K | Buy |
+245
| New | +$26K | 0.01% | 758 |
|