Janney Montgomery Scott’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
Q3 | $248K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $379K | Sell |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $397K | Buy |
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