Brookstone Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,170
| Closed | -$258K | – | 1098 |
|
|
2025
Q1 | $258K | Sell |
3,170
-262
| -8% | -$21.3K | ﹤0.01% | 908 |
|
|
2024
Q4 | $251K | Buy |
+3,432
| New | +$251K | ﹤0.01% | 880 |
|
|
2023
Q1 | – | Sell |
-6,936
| Closed | -$285K | – | 885 |
|
|
2022
Q4 | $285K | Sell |
6,936
-13,876
| -67% | -$571K | 0.01% | 701 |
|
|
2022
Q3 | $846K | Sell |
20,812
-55,373
| -73% | -$2.25M | 0.02% | 432 |
|
|
2022
Q2 | $2.55M | Buy |
76,185
+66,008
| +649% | +$2.21M | 0.06% | 255 |
|
|
2022
Q1 | $327K | Buy |
+10,177
| New | +$327K | 0.01% | 638 |
|
|
2021
Q3 | – | Sell |
-35,025
| Closed | -$968K | – | 785 |
|
|
2021
Q2 | $968K | Buy |
35,025
+2,822
| +9% | +$78K | 0.02% | 370 |
|
|
2021
Q1 | $896K | Sell |
32,203
-10,471
| -25% | -$291K | 0.03% | 266 |
|
|
2020
Q4 | $979K | Buy |
42,674
+30,324
| +246% | +$696K | 0.04% | 231 |
|
|
2020
Q3 | $208K | Buy |
+12,350
| New | +$208K | 0.01% | 401 |
|
|
2015
Q4 | – | Sell |
-448
| Closed | -$14K | – | 843 |
|
|
2015
Q3 | $14K | Hold |
448
| – | – | ﹤0.01% | 954 |
|
|
2015
Q2 | $16K | Buy |
+448
| New | +$16K | ﹤0.01% | 968 |
|