Rothschild Investment LLC’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 | $29.1K | Buy |
277
+6
| +2% | +$631 | ﹤0.01% | 926 |
|
|
2025
Q1 | $27.4K | Buy |
271
+221
| +442% | +$22.3K | ﹤0.01% | 918 |
|
|
2024
Q4 | $5.64K | Buy |
50
+5
| +11% | +$564 | ﹤0.01% | 1303 |
|
|
2024
Q3 | $4.73K | Buy |
45
+40
| +800% | +$4.2K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $417 | Hold |
5
| – | – | ﹤0.01% | 2131 |
|
|
2024
Q1 | $435 | Buy |
+5
| New | +$435 | ﹤0.01% | 1404 |
|