Greenleaf Trust’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
10,307
-572
| -5% | -$46.2K | 0.01% | 363 |
|
|
2025
Q1 | $886K | Sell |
10,879
-247
| -2% | -$20.1K | 0.01% | 359 |
|
|
2024
Q4 | $813K | Hold |
11,126
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $661K | Sell |
11,126
-9
| -0.1% | -$535 | 0.01% | 449 |
|
|
2024
Q2 | $569K | Sell |
11,135
-69
| -0.6% | -$3.53K | 0.01% | 448 |
|
|
2024
Q1 | $601K | Sell |
11,204
-4,831
| -30% | -$259K | 0.01% | 422 |
|
|
2023
Q4 | $725K | Buy |
16,035
+164
| +1% | +$7.42K | 0.01% | 360 |
|
|
2023
Q3 | $781K | Buy |
15,871
+68
| +0.4% | +$3.35K | 0.01% | 315 |
|
|
2023
Q2 | $754K | Sell |
15,803
-1,069
| -6% | -$51K | 0.01% | 342 |
|
|
2023
Q1 | $667K | Buy |
16,872
+139
| +0.8% | +$5.5K | 0.01% | 376 |
|
|
2022
Q4 | $687K | Buy |
16,733
+127
| +0.8% | +$5.21K | 0.01% | 359 |
|
|
2022
Q3 | $644K | Buy |
16,606
+503
| +3% | +$19.5K | 0.01% | 339 |
|
|
2022
Q2 | $548K | Buy |
16,103
+87
| +0.5% | +$2.96K | 0.01% | 366 |
|
|
2022
Q1 | $505K | Sell |
16,016
-22,664
| -59% | -$715K | 0.01% | 411 |
|
|
2021
Q4 | $950K | Sell |
38,680
-21,618
| -36% | -$531K | 0.01% | 257 |
|
|
2021
Q3 | $1.51M | Sell |
60,298
-2,112
| -3% | -$52.9K | 0.02% | 163 |
|
|
2021
Q2 | $1.77M | Buy |
62,410
+455
| +0.7% | +$12.9K | 0.02% | 138 |
|
|
2021
Q1 | $1.72M | Buy |
61,955
+224
| +0.4% | +$6.23K | 0.02% | 133 |
|
|
2020
Q4 | $1.42M | Sell |
61,731
-695
| -1% | -$15.9K | 0.02% | 135 |
|
|
2020
Q3 | $1.05M | Buy |
62,426
+16,727
| +37% | +$282K | 0.02% | 155 |
|
|
2020
Q2 | $758K | Buy |
45,699
+4,705
| +11% | +$78K | 0.01% | 197 |
|
|
2020
Q1 | $615K | Buy |
+40,994
| New | +$615K | 0.01% | 194 |
|
|
2019
Q4 | – | Sell |
-12,153
| Closed | -$361K | – | 576 |
|
|
2019
Q3 | $361K | Buy |
+12,153
| New | +$361K | 0.01% | 366 |
|
|
2019
Q1 | – | Sell |
-11,399
| Closed | -$335K | – | 554 |
|
|
2018
Q4 | $335K | Buy |
+11,399
| New | +$335K | 0.01% | 337 |
|
|
2018
Q1 | – | Sell |
-197
| Closed | -$11K | – | 654 |
|
|
2017
Q4 | $11K | Hold |
197
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $10K | Buy |
+197
| New | +$10K | ﹤0.01% | 658 |
|