NewEdge Advisors’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 | $575K | Sell |
5,467
-176
| -3% | -$18.5K | ﹤0.01% | 1610 |
|
|
2025
Q1 | $570K | Buy |
5,643
+1,803
| +47% | +$182K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $433K | Buy |
3,840
+695
| +22% | +$78.4K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $331K | Buy |
3,145
+2,494
| +383% | +$262K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $54.3K | Buy |
651
+40
| +7% | +$3.34K | ﹤0.01% | 2316 |
|
|
2024
Q1 | $53.2K | Buy |
+611
| New | +$53.2K | ﹤0.01% | 2292 |
|
|
2023
Q3 | – | Sell |
-706
| Closed | -$43K | – | 3665 |
|
|
2023
Q2 | $43K | Buy |
706
+97
| +16% | +$5.9K | ﹤0.01% | 2132 |
|
|
2023
Q1 | $35.2K | Sell |
609
-207
| -25% | -$12K | ﹤0.01% | 2144 |
|
|
2022
Q4 | $25.7K | Buy |
+816
| New | +$25.7K | ﹤0.01% | 2036 |
|