Inspire Investing’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 | $389K | Buy |
3,698
+297
| +9% | +$31.2K | 0.04% | 585 |
|
|
2025
Q1 | $344K | Sell |
3,401
-143
| -4% | -$14.5K | 0.04% | 538 |
|
|
2024
Q4 | $400K | Sell |
3,544
-390
| -10% | -$44K | 0.04% | 633 |
|
|
2024
Q3 | $414K | Sell |
3,934
-281
| -7% | -$29.5K | 0.04% | 474 |
|
|
2024
Q2 | $352K | Buy |
4,215
+96
| +2% | +$8.01K | 0.04% | 576 |
|
|
2024
Q1 | $358K | Sell |
4,119
-469
| -10% | -$40.8K | 0.04% | 604 |
|
|
2023
Q4 | $383K | Sell |
4,588
-349
| -7% | -$29.2K | 0.04% | 609 |
|
|
2023
Q3 | $306K | Sell |
4,937
-242
| -5% | -$15K | 0.04% | 619 |
|
|
2023
Q2 | $315K | Buy |
5,179
+416
| +9% | +$25.3K | 0.04% | 464 |
|
|
2023
Q1 | $275K | Buy |
4,763
+1,956
| +70% | +$113K | 0.04% | 456 |
|
|
2022
Q4 | $234K | Buy |
2,807
+355
| +14% | +$29.7K | 0.03% | 705 |
|
|
2022
Q3 | $207K | Sell |
2,452
-15
| -0.6% | -$1.27K | 0.03% | 556 |
|
|
2022
Q2 | $212K | Buy |
2,467
+39
| +2% | +$3.35K | 0.03% | 596 |
|
|
2022
Q1 | $236K | Buy |
2,428
+85
| +4% | +$8.26K | 0.03% | 530 |
|
|
2021
Q4 | $249K | Sell |
2,343
-99
| -4% | -$10.5K | 0.03% | 540 |
|
|
2021
Q3 | $236K | Buy |
+2,442
| New | +$236K | 0.03% | 471 |
|