Advisory Research’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
15,755
+1,094
| +7% | +$88.4K | 0.2% | 97 |
|
|
2025
Q1 | $1.19M | Buy |
14,661
+40
| +0.3% | +$3.26K | 0.21% | 98 |
|
|
2024
Q4 | $1.07M | Buy |
14,621
+77
| +0.5% | +$5.62K | 0.18% | 107 |
|
|
2024
Q3 | $864K | Sell |
14,544
-431
| -3% | -$25.6K | 0.15% | 117 |
|
|
2024
Q2 | $765K | Buy |
14,975
+932
| +7% | +$47.6K | 0.14% | 118 |
|
|
2024
Q1 | $754K | Buy |
14,043
+150
| +1% | +$8.05K | 0.15% | 115 |
|
|
2023
Q4 | $628K | Sell |
13,893
-926
| -6% | -$41.9K | 0.1% | 208 |
|
|
2023
Q3 | $729K | Sell |
14,819
-571
| -4% | -$28.1K | 0.1% | 228 |
|
|
2023
Q2 | $734K | Buy |
15,390
+626
| +4% | +$29.9K | 0.09% | 242 |
|
|
2023
Q1 | $584K | Buy |
+14,764
| New | +$584K | 0.1% | 229 |
|
|
2014
Q2 | – | Sell |
-1,993
| Closed | -$70K | – | 657 |
|
|
2014
Q1 | $70K | Buy |
+1,993
| New | +$70K | ﹤0.01% | 531 |
|