UMB Bank’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-328
Closed -$5.69K 2189
2024
Q4
$5.69K Hold
328
﹤0.01% 1666
2024
Q3
$5.16K Buy
328
+147
+81% +$2.31K ﹤0.01% 1717
2024
Q2
$2.25K Buy
181
+105
+138% +$1.31K ﹤0.01% 1731
2024
Q1
$974 Buy
+76
New +$974 ﹤0.01% 1784