TFC Financial 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 | $106 | Hold |
1
| – | – | ﹤0.01% | 876 |
|
|
2025
Q1 | $102 | Hold |
1
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $113 | Hold |
1
| – | – | ﹤0.01% | 809 |
|
|
2024
Q3 | $106 | Hold |
1
| – | – | ﹤0.01% | 839 |
|
|
2024
Q2 | $84 | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2024
Q1 | $87 | Buy |
+1
| New | +$87 | ﹤0.01% | 849 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$174 | – | 757 |
|
|
2023
Q1 | $174 | Buy |
+3
| New | +$174 | ﹤0.01% | 672 |
|