Caprock 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 | $1.11M | Buy |
13,659
+1,267
| +10% | +$103K | 0.03% | 431 |
|
|
2024
Q4 | $905K | Buy |
12,392
+84
| +0.7% | +$6.14K | 0.03% | 447 |
|
|
2024
Q3 | $732K | Buy |
12,308
+221
| +2% | +$13.1K | 0.03% | 472 |
|
|
2024
Q2 | $618K | Buy |
12,087
+5,362
| +80% | +$274K | 0.03% | 485 |
|
|
2024
Q1 | $361K | Sell |
6,725
-1,279
| -16% | -$68.6K | 0.02% | 504 |
|
|
2023
Q4 | $362K | Buy |
8,004
+230
| +3% | +$10.4K | 0.02% | 482 |
|
|
2023
Q3 | $382K | Buy |
7,774
+91
| +1% | +$4.48K | 0.03% | 433 |
|
|
2023
Q2 | $366K | Buy |
7,683
+886
| +13% | +$42.3K | 0.03% | 451 |
|
|
2023
Q1 | $269K | Buy |
6,797
+105
| +2% | +$4.15K | 0.02% | 520 |
|
|
2022
Q4 | $275K | Buy |
6,692
+118
| +2% | +$4.84K | 0.03% | 424 |
|
|
2022
Q3 | $255K | Hold |
6,574
| – | – | 0.02% | 451 |
|
|
2022
Q2 | $224K | Buy |
6,574
+14
| +0.2% | +$477 | 0.02% | 472 |
|
|
2022
Q1 | $207K | Buy |
+6,560
| New | +$207K | 0.02% | 554 |
|