Steward Partners Investment Advisory’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 | $296K | Sell |
2,819
-212
| -7% | -$22.3K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $306K | Buy |
3,031
+2,117
| +232% | +$214K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $103K | Buy |
+914
| New | +$103K | ﹤0.01% | 1965 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$834 | – | 3850 |
|
|
2024
Q2 | $834 | Buy |
+10
| New | +$834 | ﹤0.01% | 3416 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$1K | – | 2749 |
|
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 2558 |
|
|
2019
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2559 |
|
|
2018
Q4 | – | Sell |
-28
| Closed | -$2K | – | 2088 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2408 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2260 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 2046 |
|
|
2017
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1726 |
|