HighTower Advisors’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 | $742K | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $216K | Buy |
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