Larson Financial Group’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 | $14.8K | Buy |
141
+1
| +0.7% | +$105 | ﹤0.01% | 1623 |
|
|
2025
Q1 | $14.2K | Buy |
+140
| New | +$14.2K | ﹤0.01% | 1486 |
|
|
2024
Q4 | – | Sell |
-205
| Closed | -$21.6K | – | 2892 |
|
|
2024
Q3 | $21.6K | Buy |
205
+1
| +0.5% | +$105 | ﹤0.01% | 1168 |
|
|
2024
Q2 | $17.1K | Buy |
204
+1
| +0.5% | +$84 | ﹤0.01% | 1101 |
|
|
2024
Q1 | $17.7K | Hold |
203
| – | – | ﹤0.01% | 909 |
|
|
2023
Q4 | $16.9K | Buy |
203
+2
| +1% | +$167 | ﹤0.01% | 891 |
|
|
2023
Q3 | $12.5K | Buy |
201
+1
| +0.5% | +$62 | ﹤0.01% | 937 |
|
|
2023
Q2 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 873 |
|
|
2023
Q1 | $11.5K | Buy |
+200
| New | +$11.5K | ﹤0.01% | 882 |
|