FinTrust Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $86.7K | Buy |
1,459
+1
| +0.1% | +$59 | 0.01% | 451 |
|
2024
Q2 | $74.5K | Buy |
1,458
+1
| +0.1% | +$51 | 0.01% | 448 |
|
2024
Q1 | $78.2K | Buy |
1,457
+247
| +20% | +$13.3K | 0.02% | 426 |
|
2023
Q4 | $54.7K | Sell |
1,210
-19
| -2% | -$859 | 0.01% | 456 |
|
2023
Q3 | $60.5K | Buy |
1,229
+685
| +126% | +$33.7K | 0.01% | 416 |
|
2023
Q2 | $22.3K | Hold |
544
| – | – | 0.01% | 621 |
|
2023
Q1 | $22.3K | Hold |
544
| – | – | 0.01% | 620 |
|
2022
Q4 | $22.3K | Hold |
544
| – | – | 0.01% | 619 |
|
2022
Q3 | $23K | Buy |
544
+102
| +23% | +$4.31K | 0.01% | 693 |
|
2022
Q2 | $14K | Hold |
442
| – | – | ﹤0.01% | 802 |
|
2022
Q1 | $14K | Hold |
442
| – | – | ﹤0.01% | 846 |
|
2021
Q4 | $11K | Hold |
442
| – | – | ﹤0.01% | 900 |
|
2021
Q3 | $11K | Hold |
442
| – | – | ﹤0.01% | 889 |
|
2021
Q2 | $13K | Hold |
442
| – | – | ﹤0.01% | 859 |
|
2021
Q1 | $12K | Hold |
442
| – | – | ﹤0.01% | 853 |
|
2020
Q4 | $10K | Hold |
442
| – | – | ﹤0.01% | 840 |
|
2020
Q3 | $7 | Hold |
442
| – | – | ﹤0.01% | 898 |
|
2020
Q2 | $7K | Hold |
442
| – | – | ﹤0.01% | 787 |
|
2020
Q1 | $7K | Hold |
442
| – | – | ﹤0.01% | 813 |
|
2019
Q4 | $13K | Hold |
442
| – | – | 0.01% | 707 |
|
2019
Q3 | $13K | Hold |
442
| – | – | ﹤0.01% | 699 |
|
2019
Q2 | $15K | Sell |
442
-76
| -15% | -$2.58K | 0.01% | 657 |
|
2019
Q1 | $18K | Sell |
518
-51
| -9% | -$1.77K | 0.01% | 633 |
|
2018
Q4 | $17K | Buy |
+569
| New | +$17K | 0.01% | 641 |
|