Affinity Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $986K | Sell |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.21M | Hold |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $2.01M | Hold |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $2.02M | Sell |
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|
2017
Q1 | $3.72M | Sell |
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|
2016
Q4 | $3.5M | Sell |
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|
2016
Q3 | $4M | Sell |
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|
2016
Q2 | $5.03M | Buy |
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|
2016
Q1 | $3.22M | Buy |
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|
2015
Q4 | $3.43M | Sell |
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|
2015
Q3 | $3.35M | Sell |
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|
2015
Q2 | $5.39M | Sell |
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|
2015
Q1 | $5.84M | Buy |
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|
2014
Q4 | $3.71M | Hold |
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|
2014
Q3 | $3.65M | Buy |
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