Hillsdale Investment Management’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250	Closed	-$19.4K	–	761
2025 Q3	$19.4K	Sell	250 -12,000	-98%	-$899K	﹤0.01%	518
2025 Q2	$989K	Sell	12,250 -200	-2%	-$15.8K	0.04%	308
2025 Q1	$1.01M	Sell	12,450 -800	-6%	-$61.7K	0.05%	248
2024 Q4	$968K	Buy	13,250 +400	+3%	+$27.6K	0.05%	243
2024 Q3	$764K	Buy	+12,850	New	+$698K	0.06%	277
2023 Q2	–	Sell	-250	Closed	-$9.89K	–	657
2023 Q1	$9.89K	Buy	+250	New	+$10.3K	﹤0.01%	532
2020 Q3	–	Sell	-3,650	Closed	-$61K	–	660
2020 Q2	$61K	Buy	3,650 +2,060	+130%	+$32.5K	0.01%	419
2020 Q1	$24K	Sell	1,590 -13,680	-90%	-$329K	﹤0.01%	468
2019 Q4	$445K	Buy	15,270 +1,150	+8%	+$33.4K	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%	+$55.7K	0.04%	329
2018 Q4	$369K	Buy	12,520 +11,350	+970%	+$397K	0.04%	344
2018 Q3	$46K	Hold	1,170	–	–	0.01%	306
2018 Q2	$43K	Sell	1,170 -30	-3%	-$1.25K	0.01%	321
2018 Q1	$57K	Hold	1,200	–	–	0.01%	303
2017 Q4	$66K	Sell	1,200 -6,250	-84%	-$336K	0.01%	309
2017 Q3	$381K	Buy	+7,450	New	+$363K	0.06%	229