RJFSA
Raymond James Financial Services Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.16M | Buy |
11,013
+1,555
| +16% | +$163K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $789K | Sell |
9,458
-2,690
| -22% | -$224K | ﹤0.01% | 2223 |
|
|
2024
Q1 | $1.06M | Sell |
12,148
-755
| -6% | -$65.7K | ﹤0.01% | 2024 |
|
|
2023
Q4 | $1.08M | Buy |
+12,903
| New | +$1.08M | ﹤0.01% | 1933 |
|
|
2023
Q3 | – | Sell |
-3,441
| Closed | -$210K | – | 3324 |
|
|
2023
Q2 | $210K | Buy |
+3,441
| New | +$210K | ﹤0.01% | 2896 |
|
|
2023
Q1 | – | Sell |
-2,661
| Closed | -$222K | – | 3355 |
|
|
2022
Q4 | $222K | Buy |
+2,661
| New | +$222K | ﹤0.01% | 2798 |
|