Mather 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 | – | Sell |
-50
| Closed | -$5.06K | – | 1655 |
|
2025
Q1 | $5.06K | Buy |
+50
| New | +$5.06K | ﹤0.01% | 1403 |
|
2024
Q3 | – | Sell |
-35
| Closed | -$3.05K | – | 2188 |
|
2024
Q2 | $3.05K | Hold |
35
| – | – | ﹤0.01% | 1764 |
|
2024
Q1 | $2.92K | Buy |
+35
| New | +$2.92K | ﹤0.01% | 1468 |
|