Beacon Financial Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
4,217
-60
| -1% | -$4.85K | 0.04% | 275 |
|
|
2025
Q1 | $348K | Sell |
4,277
-60
| -1% | -$4.89K | 0.04% | 262 |
|
|
2024
Q4 | $317K | Buy |
4,337
+8
| +0.2% | +$584 | 0.03% | 273 |
|
|
2024
Q3 | $257K | Buy |
4,329
+9
| +0.2% | +$535 | 0.03% | 295 |
|
|
2024
Q2 | $221K | Sell |
4,320
-1,365
| -24% | -$69.8K | 0.03% | 304 |
|
|
2024
Q1 | $305K | Sell |
5,685
-446
| -7% | -$23.9K | 0.04% | 269 |
|
|
2023
Q4 | $277K | Buy |
+6,131
| New | +$277K | 0.03% | 272 |
|