Allworth 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 | $367K | Buy |
4,550
+2,322
| +104% | +$188K | ﹤0.01% | 932 |
|
|
2025
Q1 | $177K | Buy |
2,228
+8
| +0.4% | +$635 | ﹤0.01% | 984 |
|
|
2024
Q4 | $167K | Buy |
2,220
+21
| +1% | +$1.58K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $131K | Sell |
2,199
-898
| -29% | -$53.4K | ﹤0.01% | 960 |
|
|
2024
Q2 | $166K | Buy |
3,097
+22
| +0.7% | +$1.18K | ﹤0.01% | 879 |
|
|
2024
Q1 | $165K | Buy |
3,075
+253
| +9% | +$13.6K | ﹤0.01% | 843 |
|
|
2023
Q4 | $128K | Buy |
2,822
+352
| +14% | +$15.9K | ﹤0.01% | 860 |
|
|
2023
Q3 | $121K | Buy |
2,470
+14
| +0.6% | +$689 | ﹤0.01% | 813 |
|
|
2023
Q2 | $117K | Buy |
2,456
+596
| +32% | +$28.4K | ﹤0.01% | 841 |
|
|
2023
Q1 | $73.6K | Buy |
1,860
+1,235
| +198% | +$48.9K | ﹤0.01% | 949 |
|
|
2022
Q4 | $25.6K | Sell |
625
-218
| -26% | -$8.95K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $33K | Buy |
843
+361
| +75% | +$14.1K | ﹤0.01% | 1110 |
|
|
2022
Q2 | $16K | Buy |
482
+374
| +346% | +$12.4K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $3K | Buy |
108
+85
| +370% | +$2.36K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $1K | Buy |
23
+15
| +188% | +$652 | ﹤0.01% | 1868 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1983 |
|