CAPTRUST Financial Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
244,675
+10,522
| +4% | +$850K | 0.04% | 309 |
|
|
2025
Q1 | $19.1M | Buy |
234,153
+10,843
| +5% | +$883K | 0.05% | 292 |
|
|
2024
Q4 | $16.3M | Buy |
223,310
+11,650
| +6% | +$851K | 0.05% | 278 |
|
|
2024
Q3 | $12.6M | Buy |
211,660
+4,349
| +2% | +$259K | 0.04% | 335 |
|
|
2024
Q2 | $10.6M | Buy |
207,311
+8,351
| +4% | +$427K | 0.03% | 348 |
|
|
2024
Q1 | $10.7M | Sell |
198,960
-12,851
| -6% | -$690K | 0.04% | 333 |
|
|
2023
Q4 | $9.58M | Buy |
211,811
+5,694
| +3% | +$257K | 0.03% | 381 |
|
|
2023
Q3 | $10.1M | Sell |
206,117
-15,631
| -7% | -$769K | 0.04% | 335 |
|
|
2023
Q2 | $10.6M | Buy |
221,748
+24,836
| +13% | +$1.18M | 0.04% | 321 |
|
|
2023
Q1 | $7.79M | Buy |
196,912
+7,428
| +4% | +$294K | 0.03% | 347 |
|
|
2022
Q4 | $7.77M | Sell |
189,484
-46,930
| -20% | -$1.93M | 0.04% | 337 |
|
|
2022
Q3 | $9.17M | Sell |
236,414
-18,751
| -7% | -$728K | 0.05% | 279 |
|
|
2022
Q2 | $8.68M | Buy |
255,165
+33,790
| +15% | +$1.15M | 0.06% | 273 |
|
|
2022
Q1 | $6.98M | Buy |
221,375
+85,451
| +63% | +$2.69M | 0.05% | 291 |
|
|
2021
Q4 | $3.34M | Buy |
135,924
+12,878
| +10% | +$316K | 0.02% | 451 |
|
|
2021
Q3 | $3.08M | Buy |
123,046
+17,653
| +17% | +$442K | 0.03% | 422 |
|
|
2021
Q2 | $2.99M | Buy |
105,393
+34,308
| +48% | +$974K | 0.03% | 395 |
|
|
2021
Q1 | $1.98M | Buy |
71,085
+44,509
| +167% | +$1.24M | 0.02% | 471 |
|
|
2020
Q4 | $610K | Buy |
26,576
+21,895
| +468% | +$503K | 0.01% | 765 |
|
|
2020
Q3 | $80K | Sell |
4,681
-3,289
| -41% | -$56.2K | ﹤0.01% | 1438 |
|
|
2020
Q2 | $127K | Sell |
7,970
-30,765
| -79% | -$490K | ﹤0.01% | 1231 |
|
|
2020
Q1 | $507K | Sell |
38,735
-11,082
| -22% | -$145K | 0.01% | 589 |
|
|
2019
Q4 | $1.48M | Sell |
49,817
-8,817
| -15% | -$261K | 0.02% | 427 |
|
|
2019
Q3 | $1.74M | Buy |
58,634
+5,318
| +10% | +$158K | 0.06% | 248 |
|
|
2019
Q2 | $1.79M | Buy |
53,316
+11,210
| +27% | +$376K | 0.07% | 233 |
|
|
2019
Q1 | $1.42M | Buy |
42,106
+11,519
| +38% | +$390K | 0.06% | 226 |
|
|
2018
Q4 | $899K | Buy |
30,587
+1,418
| +5% | +$41.7K | 0.05% | 236 |
|
|
2018
Q3 | $1.14M | Buy |
29,169
+5,095
| +21% | +$199K | 0.05% | 212 |
|
|
2018
Q2 | $891K | Buy |
24,074
+2,684
| +13% | +$99.3K | 0.05% | 193 |
|
|
2018
Q1 | $999K | Buy |
21,390
+406
| +2% | +$19K | 0.06% | 176 |
|
|
2017
Q4 | $1.15M | Buy |
20,984
+3,199
| +18% | +$176K | 0.07% | 165 |
|
|
2017
Q3 | $904K | Sell |
17,785
-1,924
| -10% | -$97.8K | 0.07% | 116 |
|
|
2017
Q2 | $919K | Buy |
+19,709
| New | +$919K | 0.11% | 64 |
|