OneDigital Investment 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 | $253K | Buy |
2,404
+37
| +2% | +$3.89K | ﹤0.01% | 1261 |
|
|
2025
Q1 | $239K | Buy |
2,367
+509
| +27% | +$51.5K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $210K | Buy |
+1,858
| New | +$210K | ﹤0.01% | 1313 |
|
|
2019
Q3 | – | Sell |
-278
| Closed | -$18K | – | 1077 |
|
|
2019
Q2 | $18K | Hold |
278
| – | – | ﹤0.01% | 831 |
|
|
2019
Q1 | $18K | Buy |
278
+47
| +20% | +$3.04K | ﹤0.01% | 766 |
|
|
2018
Q4 | $14K | Buy |
+231
| New | +$14K | ﹤0.01% | 784 |
|