Sanibel Captiva Trust Company’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 | $511K | Hold |
4,863
| – | – | 0.02% | 280 |
|
|
2025
Q1 | $492K | Hold |
4,863
| – | – | 0.02% | 274 |
|
|
2024
Q4 | $549K | Buy |
4,863
+289
| +6% | +$32.6K | 0.02% | 257 |
|
|
2024
Q3 | $481K | Hold |
4,574
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $382K | Hold |
4,574
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $398K | Hold |
4,574
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $382K | Buy |
+4,574
| New | +$382K | 0.01% | 271 |
|