Coldstream 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
$1.05M Buy
13,025
+508
+4% +$41K 0.02% 408
2025
Q1
$1.02M Sell
12,517
-373
-3% -$30.4K 0.02% 375
2024
Q4
$941K Buy
12,890
+112
+0.9% +$8.18K 0.02% 393
2024
Q3
$775K Buy
12,778
+1,221
+11% +$74.1K 0.02% 454
2024
Q2
$591K Buy
11,557
+24
+0.2% +$1.23K 0.01% 489
2024
Q1
$619K Sell
11,533
-22
-0.2% -$1.18K 0.02% 474
2023
Q4
$523K Sell
11,555
-264
-2% -$11.9K 0.01% 485
2023
Q3
$581K Sell
11,819
-684
-5% -$33.6K 0.02% 373
2023
Q2
$596K Sell
12,503
-793
-6% -$37.8K 0.02% 387
2023
Q1
$526K Sell
13,296
-543
-4% -$21.5K 0.02% 425
2022
Q4
$568K Buy
+13,839
New +$568K 0.02% 392
2022
Q2
$445K Buy
13,080
+2,122
+19% +$72.2K 0.02% 428
2022
Q1
$345K Buy
10,958
+78
+0.7% +$2.46K 0.01% 516
2021
Q4
$267K Buy
+10,880
New +$267K 0.01% 670