Csenge Advisory Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
6,248
-216
| -3% | -$17.6K | 0.03% | 424 |
|
|
2025
Q1 | $490K | Sell |
6,464
-22
| -0.3% | -$1.67K | 0.03% | 399 |
|
|
2024
Q4 | $474K | Sell |
6,486
-1,677
| -21% | -$122K | 0.03% | 437 |
|
|
2024
Q3 | $512K | Sell |
8,163
-2,227
| -21% | -$140K | 0.03% | 413 |
|
|
2024
Q2 | $531K | Sell |
10,390
-1,878
| -15% | -$96K | 0.03% | 388 |
|
|
2024
Q1 | $658K | Buy |
12,268
+105
| +0.9% | +$5.63K | 0.04% | 359 |
|
|
2023
Q4 | $550K | Sell |
12,163
-1,763
| -13% | -$79.7K | 0.03% | 379 |
|
|
2023
Q3 | $685K | Buy |
13,926
+3,335
| +31% | +$164K | 0.05% | 293 |
|
|
2023
Q2 | $505K | Buy |
10,591
+5,300
| +100% | +$253K | 0.03% | 371 |
|
|
2023
Q1 | $209K | Buy |
+5,291
| New | +$209K | 0.02% | 548 |
|
|
2018
Q4 | – | Sell |
-4,871
| Closed | -$180K | – | 1419 |
|
|
2018
Q3 | $180K | Buy |
+4,871
| New | +$180K | 0.07% | 175 |
|