UMB Bank’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $115K | Buy |
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|
2024
Q3 | $81.7K | Buy |
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|
2024
Q2 | $53.6K | Sell |
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|
2024
Q1 | $50.5K | Buy |
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|
2023
Q4 | $42.7K | Sell |
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|
2023
Q3 | $42K | Hold |
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|
2023
Q2 | $40.8K | Hold |
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|
2023
Q1 | $40.4K | Sell |
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|
2022
Q4 | $52K | Hold |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $65K | Buy |
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