LPL Financial’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 | $3.43M | Buy |
|
|||||
|
2025
Q1 | $2.54M | Buy |
|
|||||
|
2024
Q4 | $2.29M | Buy |
|
|||||
|
2024
Q3 | $787K | Sell |
|
|||||
|
2024
Q2 | $639K | Buy |
|
|||||
|
2024
Q1 | $400K | Buy |
|
|||||
|
2023
Q4 | $351K | Buy |
|
|||||
|
2023
Q3 | $220K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $204K | Sell |
|
|||||
|
2022
Q4 | $345K | Buy |
|
|||||
|
2022
Q3 | $295K | Buy |
|
|||||
|
2022
Q2 | $302K | Sell |
|
|||||
|
2022
Q1 | $361K | Buy |
|
|||||
|
2021
Q4 | $386K | Buy |
|
|||||
|
2021
Q3 | $343K | Buy |
|
|||||
|
2021
Q2 | $220K | Sell |
|
|||||
|
2021
Q1 | $223K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $205K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $209K | Buy |
|