Advisornet Financial’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.67K | Buy |
33
+6
| +22% | +$485 | ﹤0.01% | 1763 |
|
2025
Q1 | $2.2K | Buy |
27
+21
| +350% | +$1.71K | ﹤0.01% | 1754 |
|
2024
Q4 | $438 | Sell |
6
-8
| -57% | -$584 | ﹤0.01% | 1778 |
|
2024
Q3 | $832 | Hold |
14
| – | – | ﹤0.01% | 1955 |
|
2024
Q2 | $716 | Hold |
14
| – | – | ﹤0.01% | 1864 |
|
2024
Q1 | $751 | Hold |
14
| – | – | ﹤0.01% | 1837 |
|
2023
Q4 | $633 | Buy |
+14
| New | +$633 | ﹤0.01% | 2028 |
|
2023
Q3 | – | Sell |
-90
| Closed | -$4.29K | – | 2416 |
|
2023
Q2 | $4.29K | Sell |
90
-43
| -32% | -$2.05K | ﹤0.01% | 1545 |
|
2023
Q1 | $5.26K | Sell |
133
-224
| -63% | -$8.86K | ﹤0.01% | 1473 |
|
2022
Q4 | $14.7K | Buy |
357
+65
| +22% | +$2.67K | ﹤0.01% | 1172 |
|
2022
Q3 | $11K | Buy |
292
+2
| +0.7% | +$75 | ﹤0.01% | 1302 |
|
2022
Q2 | $10K | Buy |
290
+200
| +222% | +$6.9K | ﹤0.01% | 1338 |
|
2022
Q1 | $3K | Sell |
90
-10
| -10% | -$333 | ﹤0.01% | 1736 |
|
2021
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1840 |
|
2021
Q3 | – | Sell |
-382
| Closed | -$11K | – | 1992 |
|
2021
Q2 | $11K | Hold |
382
| – | – | ﹤0.01% | 1380 |
|
2021
Q1 | $11K | Buy |
+382
| New | +$11K | ﹤0.01% | 1342 |
|
2018
Q3 | – | Sell |
-28
| Closed | -$1K | – | 1634 |
|
2018
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1515 |
|