Money Concepts Capital’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,520	Closed	-$127K	–	2748
2022 Q4	$127K	Sell	1,520 -1,881	-55%	-$157K	0.01%	875
2022 Q3	$287K	Buy	+3,401	New	+$287K	0.02%	372
2022 Q2	–	Sell	-1,520	Closed	-$148K	–	2560
2022 Q1	$148K	Buy	+1,520	New	+$148K	0.01%	844