SIC
SJS Investment Consulting’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
23,995
-23,266
| -49% | -$2.45M | 0.4% | 23 |
|
|
2025
Q1 | $4.78M | Buy |
47,261
+47,249
| +393,742% | +$4.78M | 0.81% | 16 |
|
|
2024
Q4 | $1.36K | Sell |
12
-2
| -14% | -$226 | ﹤0.01% | 892 |
|
|
2024
Q3 | $1.47K | Hold |
14
| – | – | ﹤0.01% | 930 |
|
|
2024
Q2 | $1.17K | Hold |
14
| – | – | ﹤0.01% | 967 |
|
|
2024
Q1 | $1.22K | Sell |
14
-1
| -7% | -$87 | ﹤0.01% | 960 |
|
|
2023
Q4 | $1.25K | Buy |
15
+2
| +15% | +$167 | ﹤0.01% | 852 |
|
|
2023
Q3 | $807 | Buy |
13
+1
| +8% | +$62 | ﹤0.01% | 1021 |
|
|
2023
Q2 | $731 | Buy |
12
+10
| +500% | +$609 | ﹤0.01% | 1021 |
|
|
2023
Q1 | $116 | Sell |
2
-9
| -82% | -$522 | ﹤0.01% | 1445 |
|
|
2022
Q4 | $919 | Buy |
11
+3
| +38% | +$251 | ﹤0.01% | 977 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 935 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1342 |
|