High Net Worth Advisory Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $643K | Buy |
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