Concourse Financial Group Securities’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,195
| Closed | -$693K | – | 7931 |
|
|
2024
Q4 | $693K | Buy |
9,195
+132
| +1% | +$9.95K | 0.04% | 405 |
|
|
2024
Q3 | $539K | Sell |
9,063
-677
| -7% | -$40.2K | 0.03% | 436 |
|
|
2024
Q2 | $498K | Sell |
9,740
-121
| -1% | -$6.18K | 0.03% | 446 |
|
|
2024
Q1 | $529K | Sell |
9,861
-5,514
| -36% | -$296K | 0.03% | 430 |
|
|
2023
Q4 | $695K | Buy |
15,375
+2,395
| +18% | +$108K | 0.05% | 373 |
|
|
2023
Q3 | $638K | Buy |
12,980
+3,865
| +42% | +$190K | 0.05% | 363 |
|
|
2023
Q2 | $435K | Buy |
9,115
+4,436
| +95% | +$212K | 0.03% | 461 |
|
|
2023
Q1 | $185K | Buy |
4,679
+332
| +8% | +$13.1K | 0.01% | 667 |
|
|
2022
Q4 | $178K | Buy |
4,347
+625
| +17% | +$25.6K | 0.01% | 638 |
|
|
2022
Q3 | $144K | Buy |
3,722
+198
| +6% | +$7.66K | 0.01% | 616 |
|
|
2022
Q2 | $120K | Buy |
3,524
+792
| +29% | +$27K | 0.01% | 747 |
|
|
2022
Q1 | $86K | Sell |
2,732
-1,831
| -40% | -$57.6K | 0.01% | 925 |
|
|
2021
Q4 | $112K | Hold |
4,563
| – | – | 0.01% | 961 |
|
|
2021
Q3 | $114K | Hold |
4,563
| – | – | 0.01% | 931 |
|
|
2021
Q2 | $130K | Hold |
4,563
| – | – | 0.01% | 871 |
|
|
2021
Q1 | $127K | Buy |
4,563
+630
| +16% | +$17.5K | 0.01% | 834 |
|
|
2020
Q4 | $90K | Buy |
3,933
+721
| +22% | +$16.5K | 0.01% | 935 |
|
|
2020
Q3 | $54K | Buy |
3,212
+1,751
| +120% | +$29.4K | ﹤0.01% | 1030 |
|
|
2020
Q2 | $24K | Sell |
1,461
-2,669
| -65% | -$43.8K | ﹤0.01% | 1237 |
|
|
2020
Q1 | $62K | Buy |
4,130
+1,259
| +44% | +$18.9K | 0.01% | 815 |
|
|
2019
Q4 | $84K | Buy |
2,871
+1,175
| +69% | +$34.4K | 0.01% | 764 |
|
|
2019
Q3 | $50K | Sell |
1,696
-1,346
| -44% | -$39.7K | 0.01% | 620 |
|
|
2019
Q2 | $102K | Sell |
3,042
-29
| -0.9% | -$972 | 0.01% | 653 |
|
|
2019
Q1 | $103K | Buy |
3,071
+110
| +4% | +$3.69K | 0.01% | 679 |
|
|
2018
Q4 | $86K | Buy |
2,961
+545
| +23% | +$15.8K | 0.01% | 665 |
|
|
2018
Q3 | $94K | Buy |
+2,416
| New | +$94K | 0.03% | 443 |
|