Janney Montgomery Scott’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 | $276K | Sell |
2,620
-251
| -9% | -$26.4K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $290K | Buy |
2,871
+53
| +2% | +$5.35K | ﹤0.01% | 2319 |
|
|
2024
Q4 | $318K | Sell |
2,818
-13
| -0.5% | -$1.47K | ﹤0.01% | 2277 |
|
|
2024
Q3 | $298K | Buy |
2,831
+26
| +0.9% | +$2.74K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $234K | Sell |
2,805
-91
| -3% | -$7.59K | ﹤0.01% | 2359 |
|
|
2024
Q1 | $252K | Buy |
+2,896
| New | +$252K | ﹤0.01% | 2441 |
|
|
2022
Q1 | – | Sell |
-5,509
| Closed | -$585K | – | 2447 |
|
|
2021
Q4 | $585K | Buy |
5,509
+1,590
| +41% | +$169K | ﹤0.01% | 1627 |
|
|
2021
Q3 | $379K | Sell |
3,919
-2,487
| -39% | -$241K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $596K | Buy |
6,406
+79
| +1% | +$7.35K | ﹤0.01% | 1537 |
|
|
2021
Q1 | $584K | Buy |
+6,327
| New | +$584K | ﹤0.01% | 1465 |
|
|
2020
Q4 | – | Sell |
-8,110
| Closed | -$397K | – | 2278 |
|
|
2020
Q3 | $397K | Buy |
+8,110
| New | +$397K | ﹤0.01% | 1549 |
|