Clearstead 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 | $282K | Buy |
3,493
+266
| +8% | +$21.5K | ﹤0.01% | 782 |
|
|
2025
Q1 | $263K | Buy |
3,227
+23
| +0.7% | +$1.87K | ﹤0.01% | 744 |
|
|
2024
Q4 | $234K | Buy |
3,204
+133
| +4% | +$9.71K | ﹤0.01% | 809 |
|
|
2024
Q3 | $183K | Buy |
3,071
+233
| +8% | +$13.8K | ﹤0.01% | 881 |
|
|
2024
Q2 | $145K | Buy |
2,838
+2,303
| +430% | +$118K | ﹤0.01% | 914 |
|
|
2024
Q1 | $28.3K | Sell |
535
-21
| -4% | -$1.11K | ﹤0.01% | 880 |
|
|
2023
Q4 | $25.1K | Sell |
556
-514
| -48% | -$23.2K | ﹤0.01% | 898 |
|
|
2023
Q3 | $52.6K | Buy |
1,070
+535
| +100% | +$26.3K | ﹤0.01% | 874 |
|
|
2023
Q2 | $25.5K | Sell |
535
-365
| -41% | -$17.4K | ﹤0.01% | 858 |
|
|
2023
Q1 | $35.6K | Hold |
900
| – | – | ﹤0.01% | 734 |
|
|
2022
Q4 | $36.9K | Hold |
900
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $35K | Hold |
900
| – | – | ﹤0.01% | 677 |
|
|
2022
Q2 | $31K | Hold |
900
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $28K | Hold |
900
| – | – | ﹤0.01% | 789 |
|
|
2021
Q4 | $22K | Hold |
900
| – | – | ﹤0.01% | 804 |
|
|
2021
Q3 | $23K | Sell |
900
-55
| -6% | -$1.41K | ﹤0.01% | 772 |
|
|
2021
Q2 | $27K | Buy |
+955
| New | +$27K | ﹤0.01% | 656 |
|
|
2021
Q1 | – | Sell |
-2,653
| Closed | -$61K | – | 1184 |
|
|
2020
Q4 | $61K | Hold |
2,653
| – | – | 0.01% | 486 |
|
|
2020
Q3 | $45K | Buy |
+2,653
| New | +$45K | ﹤0.01% | 484 |
|