Global Retirement Partners’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 | $7.68K | Buy |
+73
| New | +$7.68K | ﹤0.01% | 2722 |
|
|
2024
Q4 | $5.19K | Buy |
46
+6
| +15% | +$677 | ﹤0.01% | 2664 |
|
|
2024
Q3 | $4.2K | Hold |
40
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q2 | $3.34K | Buy |
+40
| New | +$3.34K | ﹤0.01% | 2783 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 3095 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2989 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2892 |
|