Global Financial Private Client’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
Sell
-10
Closed -$1.01K 1519
2025
Q1
$1.01K Buy
10
+7
+233% +$708 ﹤0.01% 1060
2024
Q4
$339 Buy
+3
New +$339 ﹤0.01% 1068