Bleakley 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
Q1 | – | Sell |
-7,044
| Closed | -$514K | – | 970 |
|
2024
Q4 | $514K | Buy |
7,044
+235
| +3% | +$17.2K | 0.02% | 612 |
|
2024
Q3 | $405K | Buy |
6,809
+502
| +8% | +$29.8K | 0.01% | 662 |
|
2024
Q2 | $322K | Buy |
6,307
+662
| +12% | +$33.8K | 0.01% | 732 |
|
2024
Q1 | $303K | Buy |
5,645
+283
| +5% | +$15.2K | 0.01% | 755 |
|
2023
Q4 | $242K | Sell |
5,362
-594
| -10% | -$26.9K | 0.01% | 796 |
|
2023
Q3 | $293K | Sell |
5,956
-1,148
| -16% | -$56.5K | 0.01% | 691 |
|
2023
Q2 | $339K | Buy |
7,104
+715
| +11% | +$34.1K | 0.01% | 685 |
|
2023
Q1 | $253K | Buy |
6,389
+393
| +7% | +$15.5K | 0.01% | 756 |
|
2022
Q4 | $246K | Buy |
+5,996
| New | +$246K | 0.01% | 751 |
|