Jones Financial Companies’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 | $473K | Buy |
4,493
+39
| +0.9% | +$4.1K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $450K | Sell |
4,454
-1,045
| -19% | -$106K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $621K | Sell |
5,499
-59
| -1% | -$6.66K | ﹤0.01% | 907 |
|
|
2024
Q3 | $584K | Buy |
5,558
+4,578
| +467% | +$481K | ﹤0.01% | 769 |
|
|
2024
Q2 | $81.8K | Sell |
980
-208
| -18% | -$17.4K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $103K | Sell |
1,188
-882
| -43% | -$76.7K | ﹤0.01% | 586 |
|
|
2023
Q4 | $173K | Sell |
2,070
-1,130
| -35% | -$94.4K | ﹤0.01% | 346 |
|
|
2023
Q3 | $199K | Buy |
+3,200
| New | +$199K | ﹤0.01% | 264 |
|