IFP Advisors’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 | – | Hold |
0
| – | – | – | 2405 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$339 | – | 4700 |
|
|
2024
Q4 | $339 | Buy |
+3
| New | +$339 | ﹤0.01% | 3527 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$4.34K | – | 3246 |
|
|
2023
Q4 | $4.34K | Buy |
52
+26
| +100% | +$2.17K | ﹤0.01% | 2469 |
|
|
2023
Q3 | $1.61K | Hold |
26
| – | – | ﹤0.01% | 2891 |
|
|
2023
Q2 | $1.58K | Hold |
26
| – | – | ﹤0.01% | 2954 |
|
|
2023
Q1 | $2.02K | Hold |
26
| – | – | ﹤0.01% | 2895 |
|
|
2022
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 4232 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 4421 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 4201 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 4201 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 2650 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2764 |
|
|
2021
Q1 | $2K | Sell |
26
-78
| -75% | -$6K | ﹤0.01% | 2689 |
|
|
2020
Q4 | $7K | Hold |
104
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $5K | Buy |
104
+18
| +21% | +$865 | ﹤0.01% | 2184 |
|
|
2020
Q2 | $4K | Sell |
86
-10
| -10% | -$465 | ﹤0.01% | 2180 |
|
|
2020
Q1 | $4K | Sell |
96
-18
| -16% | -$750 | ﹤0.01% | 2153 |
|
|
2019
Q4 | $8K | Sell |
114
-9
| -7% | -$632 | ﹤0.01% | 2027 |
|
|
2019
Q3 | $9K | Buy |
+123
| New | +$9K | ﹤0.01% | 2135 |
|
|
2019
Q1 | – | Sell |
-173
| Closed | -$10K | – | 3366 |
|
|
2018
Q4 | $10K | Sell |
173
-86
| -33% | -$4.97K | ﹤0.01% | 2489 |
|
|
2018
Q3 | $18K | Buy |
259
+1
| +0.4% | +$69 | ﹤0.01% | 2494 |
|
|
2018
Q2 | $20K | Buy |
258
+86
| +50% | +$6.67K | ﹤0.01% | 2443 |
|
|
2018
Q1 | $12K | Hold |
172
| – | – | ﹤0.01% | 2688 |
|
|
2017
Q4 | $12K | Buy |
172
+43
| +33% | +$3K | ﹤0.01% | 2684 |
|
|
2017
Q3 | $10K | Buy |
129
+55
| +74% | +$4.26K | ﹤0.01% | 2999 |
|
|
2017
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 3295 |
|
|
2017
Q1 | $6K | Hold |
74
| – | – | ﹤0.01% | 3185 |
|
|
2016
Q4 | $6K | Hold |
74
| – | – | ﹤0.01% | 3190 |
|
|
2016
Q3 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 3347 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$1K | – | 3403 |
|
|
2015
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3554 |
|