Orion Portfolio Solutions’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.04M | Buy |
10,290
+257
| +3% | +$26K | 0.01% | 1063 |
|
|
2024
Q4 | $1.13M | Sell |
10,033
-623
| -6% | -$70.3K | 0.01% | 978 |
|
|
2024
Q3 | $1.12M | Buy |
+10,656
| New | +$1.12M | 0.01% | 999 |
|
|
2020
Q3 | – | Sell |
-59
| Closed | -$3K | – | 1951 |
|
|
2020
Q2 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 1694 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$1K | – | 2325 |
|
|
2019
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1744 |
|