Counterpoint Mutual Funds’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
+28,786
| New | +$2.32M | 0.21% | 23 |
|
|
2024
Q4 | $1.09M | Buy |
14,867
+1,784
| +14% | +$130K | 0.14% | 52 |
|
|
2024
Q3 | $778K | Buy |
+13,083
| New | +$778K | 0.15% | 44 |
|
|
2023
Q4 | – | Sell |
-2,603
| Closed | -$128K | – | 295 |
|
|
2023
Q3 | $128K | Sell |
2,603
-73
| -3% | -$3.59K | 0.11% | 143 |
|
|
2023
Q2 | $128K | Buy |
+2,676
| New | +$128K | 0.12% | 99 |
|
|
2023
Q1 | – | Sell |
-6,730
| Closed | -$276K | – | 485 |
|
|
2022
Q4 | $276K | Buy |
6,730
+150
| +2% | +$6.16K | 0.29% | 10 |
|
|
2022
Q3 | $255K | Buy |
6,580
+3,257
| +98% | +$126K | 0.62% | 4 |
|
|
2022
Q2 | $113K | Buy |
+3,323
| New | +$113K | 0.08% | 184 |
|