UMB Bank’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Hold |
364
| – | – | ﹤0.01% | 957 |
|
|
2025
Q1 | $62.9K | Hold |
364
| – | – | ﹤0.01% | 959 |
|
|
2024
Q4 | $58.4K | Sell |
364
-45
| -11% | -$7.22K | ﹤0.01% | 858 |
|
|
2024
Q3 | $69.8K | Sell |
409
-10
| -2% | -$1.71K | ﹤0.01% | 780 |
|
|
2024
Q2 | $70.6K | Hold |
419
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $65.3K | Sell |
419
-75
| -15% | -$11.7K | ﹤0.01% | 789 |
|
|
2023
Q4 | $72.2K | Buy |
494
+375
| +315% | +$54.8K | ﹤0.01% | 769 |
|
|
2023
Q3 | $14.6K | Buy |
+119
| New | +$14.6K | ﹤0.01% | 1162 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$16.1K | – | 1745 |
|
|
2023
Q1 | $16.1K | Hold |
120
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q4 | $14K | Hold |
120
| – | – | ﹤0.01% | 1207 |
|
|
2022
Q3 | $13K | Sell |
120
-6
| -5% | -$650 | ﹤0.01% | 1245 |
|
|
2022
Q2 | $14K | Hold |
126
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q1 | $14K | Hold |
126
| – | – | ﹤0.01% | 1388 |
|
|
2021
Q4 | $16K | Buy |
+126
| New | +$16K | ﹤0.01% | 1335 |
|