UMB Bank’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Buy |
1,441
+636
| +79% | +$25.9K | ﹤0.01% | 1062 |
|
|
2025
Q1 | $33K | Buy |
805
+429
| +114% | +$17.6K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $21.7K | Buy |
376
+123
| +49% | +$7.09K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $21.1K | Buy |
253
+173
| +216% | +$14.4K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $6.26K | Sell |
80
-16
| -17% | -$1.25K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $9.61K | Sell |
96
-26
| -21% | -$2.6K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $11.6K | Hold |
122
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q3 | $12.7K | Buy |
122
+62
| +103% | +$6.46K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $7.26K | Hold |
60
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q1 | $6.64K | Hold |
60
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 1405 |
|
|
2022
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q2 | $6K | Sell |
60
-10
| -14% | -$1K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $7K | Sell |
70
-152
| -68% | -$15.2K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $24K | Buy |
+222
| New | +$24K | ﹤0.01% | 1219 |
|