FinTrust Capital Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.7K | Buy |
1,459
+1
| +0.1% | +$54 | 0.01% | 456 |
|
|
2024
Q2 | $74.5K | Buy |
1,458
+1
| +0.1% | +$52 | 0.01% | 453 |
|
|
2024
Q1 | $78.2K | Buy |
1,457
+247
| +20% | +$12K | 0.02% | 427 |
|
|
2023
Q4 | $54.7K | Sell |
1,210
-19
| -2% | -$865 | 0.01% | 464 |
|
|
2023
Q3 | $60.5K | Buy |
1,229
+685
| +126% | +$33.5K | 0.01% | 418 |
|
|
2023
Q2 | $22.3K | Hold |
544
| – | – | 0.01% | 625 |
|
|
2023
Q1 | $22.3K | Hold |
544
| – | – | 0.01% | 623 |
|
|
2022
Q4 | $22.3K | Hold |
544
| – | – | 0.01% | 621 |
|
|
2022
Q3 | $23K | Buy |
544
+102
| +23% | +$3.73K | 0.01% | 694 |
|
|
2022
Q2 | $14K | Hold |
442
| – | – | ﹤0.01% | 804 |
|
|
2022
Q1 | $14K | Hold |
442
| – | – | ﹤0.01% | 850 |
|
|
2021
Q4 | $11K | Hold |
442
| – | – | ﹤0.01% | 905 |
|
|
2021
Q3 | $11K | Hold |
442
| – | – | ﹤0.01% | 898 |
|
|
2021
Q2 | $13K | Hold |
442
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $12K | Hold |
442
| – | – | ﹤0.01% | 862 |
|
|
2020
Q4 | $10K | Hold |
442
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $7 | Hold |
442
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | $7K | Hold |
442
| – | – | ﹤0.01% | 795 |
|
|
2020
Q1 | $7K | Hold |
442
| – | – | ﹤0.01% | 818 |
|
|
2019
Q4 | $13K | Hold |
442
| – | – | 0.01% | 710 |
|
|
2019
Q3 | $13K | Hold |
442
| – | – | 0.01% | 721 |
|
|
2019
Q2 | $15K | Sell |
442
-76
| -15% | -$2.63K | 0.01% | 663 |
|
|
2019
Q1 | $18K | Sell |
518
-51
| -9% | -$1.77K | 0.01% | 638 |
|
|
2018
Q4 | $17K | Buy |
+569
| New | +$19.9K | 0.01% | 651 |
|
Other funds holding UNM
