JFS Wealth Advisors’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 | $5.78K | Hold |
55
| – | – | ﹤0.01% | 1036 |
|
|
2025
Q1 | $5.56K | Buy |
55
+10
| +22% | +$1.01K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $5.08K | Hold |
45
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q3 | $4.73K | Buy |
45
+1
| +2% | +$105 | ﹤0.01% | 1141 |
|
|
2024
Q2 | $3.67K | Hold |
44
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q1 | $3.83K | Hold |
44
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q4 | $3.68K | Buy |
44
+6
| +16% | +$501 | ﹤0.01% | 1176 |
|
|
2023
Q3 | $2.36K | Buy |
38
+7
| +23% | +$434 | ﹤0.01% | 1298 |
|
|
2023
Q2 | $1.89K | Buy |
+31
| New | +$1.89K | ﹤0.01% | 1405 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$2.67K | – | 1990 |
|
|
2022
Q4 | $2.67K | Sell |
32
-11
| -26% | -$919 | ﹤0.01% | 1256 |
|
|
2022
Q3 | $4K | Buy |
43
+29
| +207% | +$2.7K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $1K | Sell |
14
-22
| -61% | -$1.57K | ﹤0.01% | 1663 |
|
|
2022
Q1 | $3K | Buy |
36
+21
| +140% | +$1.75K | ﹤0.01% | 1331 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1182 |
|