D.A. Davidson & Co’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
8,132
-875
| -10% | -$70.7K | ﹤0.01% | 948 |
|
|
2025
Q1 | $734K | Sell |
9,007
-10,666
| -54% | -$869K | 0.01% | 879 |
|
|
2024
Q4 | $1.44M | Sell |
19,673
-1,253
| -6% | -$91.5K | 0.01% | 655 |
|
|
2024
Q3 | $1.24M | Buy |
20,926
+10,235
| +96% | +$608K | 0.01% | 694 |
|
|
2024
Q2 | $546K | Buy |
10,691
+477
| +5% | +$24.4K | ﹤0.01% | 941 |
|
|
2024
Q1 | $548K | Buy |
10,214
+5,672
| +125% | +$304K | ﹤0.01% | 958 |
|
|
2023
Q4 | $205K | Buy |
4,542
+38
| +0.8% | +$1.72K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $222K | Sell |
4,504
-485
| -10% | -$23.9K | ﹤0.01% | 1192 |
|
|
2023
Q2 | $238K | Sell |
4,989
-279
| -5% | -$13.3K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $208K | Buy |
5,268
+30
| +0.6% | +$1.19K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $215K | Sell |
5,238
-1,068
| -17% | -$43.8K | ﹤0.01% | 1170 |
|
|
2022
Q3 | $245K | Buy |
6,306
+24
| +0.4% | +$932 | ﹤0.01% | 1086 |
|
|
2022
Q2 | $214K | Sell |
6,282
-906
| -13% | -$30.9K | ﹤0.01% | 1149 |
|
|
2022
Q1 | $227K | Buy |
+7,188
| New | +$227K | ﹤0.01% | 1166 |
|
|
2021
Q1 | – | Sell |
-13,638
| Closed | -$313K | – | 1178 |
|
|
2020
Q4 | $313K | Sell |
13,638
-244
| -2% | -$5.6K | ﹤0.01% | 835 |
|
|
2020
Q3 | $234K | Buy |
+13,882
| New | +$234K | ﹤0.01% | 825 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$23K | – | 1944 |
|
|
2017
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 1783 |
|
|
2017
Q1 | $23K | Sell |
500
-498
| -50% | -$22.9K | ﹤0.01% | 1798 |
|
|
2016
Q4 | $42K | Sell |
998
-212
| -18% | -$8.92K | ﹤0.01% | 1668 |
|
|
2016
Q3 | $42K | Buy |
1,210
+289
| +31% | +$10K | ﹤0.01% | 1596 |
|
|
2016
Q2 | $28K | Buy |
921
+721
| +361% | +$21.9K | ﹤0.01% | 1646 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2018 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2001 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 1981 |
|
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1958 |
|
|
2015
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1891 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1908 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 1910 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1895 |
|
|
2014
Q1 | $7K | Sell |
200
-197
| -50% | -$6.9K | ﹤0.01% | 1872 |
|
|
2013
Q4 | $13K | Sell |
397
-261
| -40% | -$8.55K | ﹤0.01% | 1661 |
|
|
2013
Q3 | $19K | Hold |
658
| – | – | ﹤0.01% | 1356 |
|
|
2013
Q2 | $18K | Buy |
+658
| New | +$18K | ﹤0.01% | 1330 |
|