UMB Bank’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
1,627
+5
| +0.3% | +$519 | ﹤0.01% | 637 |
|
|
2025
Q1 | $153K | Buy |
1,622
+542
| +50% | +$51.1K | ﹤0.01% | 634 |
|
|
2024
Q4 | $115K | Buy |
1,080
+210
| +24% | +$22.3K | ﹤0.01% | 663 |
|
|
2024
Q3 | $81.7K | Buy |
870
+233
| +37% | +$21.9K | ﹤0.01% | 744 |
|
|
2024
Q2 | $53.6K | Sell |
637
-9
| -1% | -$757 | ﹤0.01% | 811 |
|
|
2024
Q1 | $50.5K | Buy |
646
+28
| +5% | +$2.19K | ﹤0.01% | 834 |
|
|
2023
Q4 | $42.7K | Sell |
618
-66
| -10% | -$4.56K | ﹤0.01% | 868 |
|
|
2023
Q3 | $42K | Hold |
684
| – | – | ﹤0.01% | 873 |
|
|
2023
Q2 | $40.8K | Hold |
684
| – | – | ﹤0.01% | 890 |
|
|
2023
Q1 | $40.4K | Sell |
684
-201
| -23% | -$11.9K | ﹤0.01% | 897 |
|
|
2022
Q4 | $52K | Hold |
885
| – | – | ﹤0.01% | 836 |
|
|
2022
Q3 | $46K | Sell |
885
-28
| -3% | -$1.46K | ﹤0.01% | 893 |
|
|
2022
Q2 | $51K | Hold |
913
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $62K | Hold |
913
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $65K | Buy |
+913
| New | +$65K | ﹤0.01% | 914 |
|