Steward Partners Investment Advisory’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 | $296K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $834 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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