Laffer Tengler Investments’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,523
Closed -$154K 397
2023
Q2
$154K Buy
2,523
+6
+0.2% +$365 0.04% 222
2023
Q1
$145K Sell
2,517
-36
-1% -$2.08K 0.04% 224
2022
Q4
$213K Buy
+2,553
New +$213K 0.06% 195