Spire Wealth Management’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	$2.1K	Hold	20	–	–	﹤0.01%	2162
2025 Q1	$2.02K	Buy	+20	New	+$2.02K	﹤0.01%	2277
2023 Q2	–	Sell	-14	Closed	-$808	–	2542
2023 Q1	$808	Sell	14 -35	-71%	-$2.02K	﹤0.01%	2413
2022 Q4	$4K	Buy	+49	New	+$4K	﹤0.01%	1924