Simplex Trading’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 | – | Hold |
0
| – | – | – | 4125 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4071 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4081 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4024 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4068 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4109 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4059 |
|
|
2023
Q2 | – | Sell |
-10,862
| Closed | -$626K | – | 4088 |
|
|
2023
Q1 | $626K | Buy |
+10,862
| New | +$626K | ﹤0.01% | 451 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4303 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4307 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3424 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3252 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3142 |
|