Allworth Financial’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 | $367K | Buy |
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|
2025
Q1 | $177K | Buy |
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|
2024
Q4 | $167K | Buy |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $165K | Buy |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $73.6K | Buy |
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|
2022
Q4 | $25.6K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $0 | Buy |
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