IEQ Capital’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,764
| Closed | -$1.28M | – | 2004 |
|
|
2025
Q1 | $1.28M | Sell |
15,764
-4,252
| -21% | -$346K | 0.01% | 691 |
|
|
2024
Q4 | $1.46M | Buy |
20,016
+3,695
| +23% | +$270K | 0.01% | 577 |
|
|
2024
Q3 | $970K | Buy |
16,321
+6,094
| +60% | +$362K | 0.01% | 551 |
|
|
2024
Q2 | $523K | Buy |
10,227
+1,250
| +14% | +$63.9K | 0.01% | 636 |
|
|
2024
Q1 | $482K | Buy |
8,977
+198
| +2% | +$10.6K | 0.01% | 627 |
|
|
2023
Q4 | $397K | Sell |
8,779
-245
| -3% | -$11.1K | 0.01% | 643 |
|
|
2023
Q3 | $444K | Buy |
9,024
+179
| +2% | +$8.81K | 0.01% | 602 |
|
|
2023
Q2 | $422K | Buy |
8,845
+825
| +10% | +$39.4K | 0.01% | 589 |
|
|
2023
Q1 | $317K | Sell |
8,020
-46
| -0.6% | -$1.82K | 0.01% | 699 |
|
|
2022
Q4 | $331K | Buy |
8,066
+563
| +8% | +$23.1K | 0.01% | 603 |
|
|
2022
Q3 | $291K | Sell |
7,503
-305
| -4% | -$11.8K | 0.01% | 672 |
|
|
2022
Q2 | $266K | Buy |
7,808
+121
| +2% | +$4.12K | 0.01% | 634 |
|
|
2022
Q1 | $242K | Buy |
+7,687
| New | +$242K | 0.01% | 705 |
|
|
2021
Q4 | – | Sell |
-8,973
| Closed | -$225K | – | 755 |
|
|
2021
Q3 | $225K | Sell |
8,973
-510
| -5% | -$12.8K | 0.01% | 645 |
|
|
2021
Q2 | $269K | Buy |
9,483
+1,249
| +15% | +$35.4K | 0.01% | 496 |
|
|
2021
Q1 | $229K | Buy |
+8,234
| New | +$229K | 0.01% | 432 |
|