Atria Investments’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
13,419
+8,697
| +184% | +$702K | 0.01% | 988 |
|
|
2025
Q1 | $385K | Sell |
4,722
-237
| -5% | -$19.3K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $362K | Sell |
4,959
-34
| -0.7% | -$2.48K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $297K | Sell |
4,993
-171
| -3% | -$10.2K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $264K | Buy |
+5,164
| New | +$264K | ﹤0.01% | 1663 |
|
|
2020
Q2 | – | Sell |
-12,067
| Closed | -$181K | – | 756 |
|
|
2020
Q1 | $181K | Buy |
+12,067
| New | +$181K | 0.01% | 534 |
|
|
2019
Q2 | – | Sell |
-7,673
| Closed | -$260K | – | 1086 |
|
|
2019
Q1 | $260K | Buy |
7,673
+375
| +5% | +$12.7K | 0.01% | 756 |
|
|
2018
Q4 | $214K | Buy |
+7,298
| New | +$214K | 0.01% | 790 |
|
|
2016
Q3 | – | Sell |
-6,740
| Closed | -$210K | – | 576 |
|
|
2016
Q2 | $210K | Sell |
6,740
-552
| -8% | -$17.2K | 0.02% | 439 |
|
|
2016
Q1 | $225K | Buy |
7,292
+498
| +7% | +$15.4K | 0.03% | 395 |
|
|
2015
Q4 | $207K | Buy |
6,794
+321
| +5% | +$9.78K | 0.02% | 379 |
|
|
2015
Q3 | $208K | Buy |
6,473
+325
| +5% | +$10.4K | 0.03% | 322 |
|
|
2015
Q2 | $220K | Sell |
6,148
-3,866
| -39% | -$138K | 0.03% | 363 |
|
|
2015
Q1 | $338K | Buy |
10,014
+176
| +2% | +$5.94K | 0.04% | 301 |
|
|
2014
Q4 | $343K | Buy |
9,838
+1,846
| +23% | +$64.4K | 0.04% | 310 |
|
|
2014
Q3 | $275K | Buy |
+7,992
| New | +$275K | 0.03% | 384 |
|