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InceptionR’s UMB Financial UMBF Stock Holding History

InceptionR’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,700
Closed -$305K – 850
2024
Q4 		$305K Buy
+2,700
New +$305K 0.07% 452
2024
Q3 		– Sell
-6,250
Closed -$521K – 880
2024
Q2 		$521K Buy
+6,250
New +$521K 0.15% 270