Frontier Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12.6M | Sell |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $6.36M | Hold |
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|
2021
Q3 | $5.8M | Hold |
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|
2021
Q2 | $5.58M | Buy |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $3.77M | Hold |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $3.71M | Sell |
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|
2019
Q4 | $9.82M | Hold |
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|
2019
Q3 | $9.24M | Hold |
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|
2019
Q2 | $9.42M | Sell |
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|
2019
Q1 | $9.23M | Sell |
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|
2018
Q4 | $9.17M | Buy |
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|
2018
Q3 | $10.5M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $342K | Hold |
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|
2014
Q4 | $368K | Buy |
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