Hillsdale Investment Management’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	$5.26K	Sell	50 -10	-17%	-$1.05K	﹤0.01%	598
2025 Q1	$6.07K	Buy	+60	New	+$6.07K	﹤0.01%	550
2021 Q3	–	Sell	-12,000	Closed	-$1.12M	–	641
2021 Q2	$1.12M	Hold	12,000	–	–	0.09%	212
2021 Q1	$1.11M	Buy	+12,000	New	+$1.11M	0.09%	225