UMB Bank’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,018
| Closed | -$47.4K | – | 2170 |
|
2024
Q4 | $47.4K | Buy |
+1,018
| New | +$47.4K | ﹤0.01% | 939 |
|
2024
Q2 | – | Sell |
-100
| Closed | -$4.02K | – | 2227 |
|
2024
Q1 | $4.02K | Hold |
100
| – | – | ﹤0.01% | 1410 |
|
2023
Q4 | $3.91K | Hold |
100
| – | – | ﹤0.01% | 1437 |
|
2023
Q3 | $3.44K | Buy |
100
+40
| +67% | +$1.38K | ﹤0.01% | 1474 |
|
2023
Q2 | $2.43K | Buy |
+60
| New | +$2.43K | ﹤0.01% | 1497 |
|
2023
Q1 | – | Sell |
-366
| Closed | -$15K | – | 1788 |
|
2022
Q4 | $15K | Hold |
366
| – | – | ﹤0.01% | 1196 |
|
2022
Q3 | $15K | Sell |
366
-261
| -42% | -$10.7K | ﹤0.01% | 1201 |
|
2022
Q2 | $32K | Sell |
627
-8
| -1% | -$408 | ﹤0.01% | 1024 |
|
2022
Q1 | $36K | Hold |
635
| – | – | ﹤0.01% | 1052 |
|
2021
Q4 | $30K | Buy |
+635
| New | +$30K | ﹤0.01% | 1146 |
|