Arkadios Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $383K | Buy |
+4,746
| New | +$383K | 0.01% | 935 |
|
2021
Q4 | – | Sell |
-709
| Closed | -$17K | – | 1708 |
|
2021
Q3 | $17K | Buy |
709
+629
| +786% | +$15.1K | ﹤0.01% | 1280 |
|
2021
Q2 | $2K | Buy |
80
+1
| +1% | +$25 | ﹤0.01% | 1871 |
|
2021
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 1550 |
|
2020
Q4 | $1K | Sell |
79
-76
| -49% | -$962 | ﹤0.01% | 1342 |
|
2020
Q3 | $2.91K | Buy |
+155
| New | +$2.91K | ﹤0.01% | 912 |
|
2020
Q2 | – | Sell |
-307
| Closed | -$4.61K | – | 1151 |
|
2020
Q1 | $4.61K | Buy |
307
+9
| +3% | +$135 | ﹤0.01% | 802 |
|
2019
Q4 | $9K | Buy |
+298
| New | +$9K | 0.01% | 609 |
|