SJS Investment Consulting’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $4.78M | Buy |
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|
2024
Q4 | $1.35K | Sell |
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|
2024
Q3 | $1.47K | Hold |
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|
2024
Q2 | $1.17K | Hold |
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|
2024
Q1 | $1.22K | Sell |
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|
2023
Q4 | $1.25K | Buy |
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|
2023
Q3 | $807 | Buy |
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|
2023
Q2 | $731 | Buy |
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|
2023
Q1 | $116 | Sell |
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|
2022
Q4 | $919 | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q1 | $0 | Buy |
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