Principal Securities’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 | $58K | Buy |
552
+446
| +421% | +$46.9K | ﹤0.01% | 1798 |
|
|
2025
Q1 | $12K | Hold |
106
| – | – | ﹤0.01% | 2445 |
|
|
2024
Q4 | $12K | Buy |
106
+11
| +12% | +$1.24K | ﹤0.01% | 2441 |
|
|
2024
Q3 | $9.99K | Buy |
95
+63
| +197% | +$6.62K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $2.67K | Hold |
32
| – | – | ﹤0.01% | 2825 |
|
|
2024
Q1 | $2.78K | Buy |
32
+5
| +19% | +$435 | ﹤0.01% | 2777 |
|
|
2023
Q4 | $2.26K | Buy |
+27
| New | +$2.26K | ﹤0.01% | 2777 |
|