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Sowell Financial Services’s UMB Financial UMBF Stock Holding History

Sowell Financial Services’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-68
Closed -$7K – 2596
2021
Q1 		$7K Buy
+68
New +$5.62K ﹤0.01% 2483
2020
Q1 		– Sell
-12
Closed -$1K – 2702
2019
Q4 		$1K Sell
12
-31
-72% -$2.06K ﹤0.01% 2433
2019
Q3 		$3K Buy
+43
New +$2.78K ﹤0.01% 1987

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