TPI
Trust Point Inc’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
4,038
-2,292
| -36% | -$241K | 0.04% | 221 |
|
|
2025
Q1 | $640K | Sell |
6,330
-2,451
| -28% | -$248K | 0.06% | 177 |
|
|
2024
Q4 | $991K | Sell |
8,781
-273
| -3% | -$30.8K | 0.07% | 159 |
|
|
2024
Q3 | $952K | Sell |
9,054
-400
| -4% | -$42K | 0.07% | 175 |
|
|
2024
Q2 | $789K | Sell |
9,454
-42
| -0.4% | -$3.5K | 0.06% | 189 |
|
|
2024
Q1 | $826K | Buy |
9,496
+3,986
| +72% | +$347K | 0.06% | 189 |
|
|
2023
Q4 | $460K | Buy |
+5,510
| New | +$460K | 0.04% | 295 |
|