JFS Wealth Advisors’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
Q2 | $5.78K | Hold |
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|
2025
Q1 | $5.56K | Buy |
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|
2024
Q4 | $5.08K | Hold |
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|
2024
Q3 | $4.73K | Buy |
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|
2024
Q2 | $3.67K | Hold |
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|
2024
Q1 | $3.83K | Hold |
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|
2023
Q4 | $3.68K | Buy |
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|
2023
Q3 | $2.36K | Buy |
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|
2023
Q2 | $1.89K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.67K | Sell |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Buy |
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