Rise 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 | $26.5K | Buy |
252
+1
| +0.4% | +$105 | 0.01% | 395 |
|
|
2025
Q1 | $25.4K | Buy |
251
+1
| +0.4% | +$101 | 0.01% | 389 |
|
|
2024
Q4 | $28.2K | Buy |
250
+1
| +0.4% | +$113 | 0.01% | 430 |
|
|
2024
Q3 | $26.2K | Buy |
249
+1
| +0.4% | +$105 | 0.01% | 492 |
|
|
2024
Q2 | $20.7K | Buy |
248
+1
| +0.4% | +$83 | 0.01% | 615 |
|
|
2024
Q1 | $21.5K | Buy |
+247
| New | +$21.5K | 0.01% | 601 |
|