Hillsdale Investment Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Sell |
12,250
-200
| -2% | -$16.2K | 0.04% | 308 |
|
|
2025
Q1 | $1.01M | Sell |
12,450
-800
| -6% | -$65.2K | 0.05% | 248 |
|
|
2024
Q4 | $968K | Buy |
13,250
+400
| +3% | +$29.2K | 0.05% | 243 |
|
|
2024
Q3 | $764K | Buy |
+12,850
| New | +$764K | 0.06% | 277 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$9.89K | – | 657 |
|
|
2023
Q1 | $9.89K | Buy |
+250
| New | +$9.89K | ﹤0.01% | 532 |
|
|
2020
Q3 | – | Sell |
-3,650
| Closed | -$61K | – | 660 |
|
|
2020
Q2 | $61K | Buy |
3,650
+2,060
| +130% | +$34.4K | 0.01% | 419 |
|
|
2020
Q1 | $24K | Sell |
1,590
-13,680
| -90% | -$206K | ﹤0.01% | 468 |
|
|
2019
Q4 | $445K | Buy |
15,270
+1,150
| +8% | +$33.5K | 0.04% | 381 |
|
|
2019
Q3 | $420K | Hold |
14,120
| – | – | 0.04% | 385 |
|
|
2019
Q2 | $473K | Hold |
14,120
| – | – | 0.05% | 356 |
|
|
2019
Q1 | $477K | Buy |
14,120
+1,600
| +13% | +$54.1K | 0.04% | 329 |
|
|
2018
Q4 | $369K | Buy |
12,520
+11,350
| +970% | +$335K | 0.04% | 344 |
|
|
2018
Q3 | $46K | Hold |
1,170
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $43K | Sell |
1,170
-30
| -3% | -$1.1K | 0.01% | 321 |
|
|
2018
Q1 | $57K | Hold |
1,200
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $66K | Sell |
1,200
-6,250
| -84% | -$344K | 0.01% | 309 |
|
|
2017
Q3 | $381K | Buy |
+7,450
| New | +$381K | 0.06% | 229 |
|