UMB Bank’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,385
| Closed | -$346K | – | 2085 |
|
|
2024
Q3 | $346K | Hold |
12,385
| – | – | 0.01% | 469 |
|
|
2024
Q2 | $281K | Hold |
12,385
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $268K | Hold |
12,385
| – | – | ﹤0.01% | 510 |
|
|
2023
Q4 | $295K | Hold |
12,385
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $265K | Hold |
12,385
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $256K | Hold |
12,385
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $269K | Hold |
12,385
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $265K | Hold |
12,385
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $269K | Hold |
12,385
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $283K | Hold |
12,385
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $297K | Hold |
12,385
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $298K | Buy |
+12,385
| New | +$298K | ﹤0.01% | 585 |
|