Dumont & Blake Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
8,505
-2,605
| -23% | -$210K | 0.18% | 122 |
|
|
2025
Q1 | $905K | Sell |
11,110
-80
| -0.7% | -$6.52K | 0.25% | 96 |
|
|
2024
Q4 | $817K | Sell |
11,190
-1,732
| -13% | -$126K | 0.22% | 104 |
|
|
2024
Q3 | $768K | Sell |
12,922
-12,922
| -50% | -$768K | 0.2% | 115 |
|
|
2024
Q2 | $1.32M | Buy |
25,844
+12,962
| +101% | +$662K | 0.19% | 124 |
|
|
2024
Q1 | $691K | Sell |
12,882
-148
| -1% | -$7.94K | 0.2% | 114 |
|
|
2023
Q4 | $589K | Sell |
13,030
-180
| -1% | -$8.14K | 0.18% | 124 |
|
|
2023
Q3 | $650K | Sell |
13,210
-110
| -0.8% | -$5.41K | 0.22% | 113 |
|
|
2023
Q2 | $635K | Sell |
13,320
-350
| -3% | -$16.7K | 0.21% | 114 |
|
|
2023
Q1 | $541K | Sell |
13,670
-177
| -1% | -$7.01K | 0.18% | 123 |
|
|
2022
Q4 | $568K | Sell |
13,847
-885
| -6% | -$36.3K | 0.2% | 117 |
|
|
2022
Q3 | $572K | Sell |
14,732
-1,272
| -8% | -$49.4K | 0.21% | 114 |
|
|
2022
Q2 | $544K | Sell |
16,004
-2,077
| -11% | -$70.6K | 0.18% | 129 |
|
|
2022
Q1 | $570K | Sell |
18,081
-1,318
| -7% | -$41.6K | 0.16% | 136 |
|
|
2021
Q4 | $477K | Buy |
19,399
+474
| +3% | +$11.7K | 0.12% | 142 |
|
|
2021
Q3 | $474K | Buy |
18,925
+730
| +4% | +$18.3K | 0.14% | 140 |
|
|
2021
Q2 | $517K | Buy |
18,195
+985
| +6% | +$28K | 0.15% | 135 |
|
|
2021
Q1 | $479K | Sell |
17,210
-15
| -0.1% | -$417 | 0.15% | 132 |
|
|
2020
Q4 | $395K | Buy |
17,225
+105
| +0.6% | +$2.41K | 0.14% | 135 |
|
|
2020
Q3 | $288K | Buy |
17,120
+1,475
| +9% | +$24.8K | 0.11% | 145 |
|
|
2020
Q2 | $260K | Buy |
15,645
+2,320
| +17% | +$38.6K | 0.11% | 146 |
|
|
2020
Q1 | $200K | Buy |
+13,325
| New | +$200K | 0.1% | 150 |
|