IFP Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
1,285
+74
| +6% | +$11.8K | 0.01% | 1262 |
|
|
2025
Q1 | $98.7K | Sell |
1,211
-23
| -2% | -$1.87K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $90.1K | Sell |
1,234
-1,194
| -49% | -$87.2K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $144K | Sell |
2,428
-410
| -14% | -$24.4K | 0.01% | 1246 |
|
|
2024
Q2 | $145K | Sell |
2,838
-51
| -2% | -$2.61K | 0.01% | 1198 |
|
|
2024
Q1 | $155K | Sell |
2,889
-1,520
| -34% | -$81.6K | 0.01% | 1120 |
|
|
2023
Q4 | $199K | Sell |
4,409
-464
| -10% | -$21K | 0.01% | 946 |
|
|
2023
Q3 | $240K | Sell |
4,873
-345
| -7% | -$17K | 0.01% | 884 |
|
|
2023
Q2 | $249K | Buy |
5,218
+2,212
| +74% | +$106K | 0.01% | 914 |
|
|
2023
Q1 | $118K | Sell |
3,006
-245
| -8% | -$9.58K | 0.01% | 1173 |
|
|
2022
Q4 | $140K | Sell |
3,251
-643
| -17% | -$27.7K | ﹤0.01% | 1555 |
|
|
2022
Q3 | $155K | Buy |
3,894
+2,382
| +158% | +$94.8K | ﹤0.01% | 1568 |
|
|
2022
Q2 | $61K | Hold |
1,512
| – | – | ﹤0.01% | 2015 |
|
|
2022
Q1 | $61K | Buy |
1,512
+1,414
| +1,443% | +$57K | ﹤0.01% | 2015 |
|
|
2021
Q4 | $2K | Sell |
98
-4,790
| -98% | -$97.8K | ﹤0.01% | 2803 |
|
|
2021
Q3 | $121K | Buy |
4,888
+803
| +20% | +$19.9K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $115K | Buy |
4,085
+2,807
| +220% | +$79K | ﹤0.01% | 1175 |
|
|
2021
Q1 | $36K | Buy |
1,278
+1,189
| +1,336% | +$33.5K | ﹤0.01% | 1590 |
|
|
2020
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q3 | $2K | Buy |
89
+54
| +154% | +$1.21K | ﹤0.01% | 2499 |
|
|
2020
Q2 | $1K | Sell |
35
-322
| -90% | -$9.2K | ﹤0.01% | 2597 |
|
|
2020
Q1 | $6K | Buy |
357
+149
| +72% | +$2.5K | ﹤0.01% | 1989 |
|
|
2019
Q4 | $5K | Sell |
208
-34
| -14% | -$817 | ﹤0.01% | 2192 |
|
|
2019
Q3 | $6K | Buy |
+242
| New | +$6K | ﹤0.01% | 2287 |
|
|
2019
Q1 | $2K | Sell |
72
-1,060
| -94% | -$29.4K | ﹤0.01% | 2122 |
|
|
2018
Q4 | $33K | Buy |
1,132
+244
| +27% | +$7.11K | ﹤0.01% | 1839 |
|
|
2018
Q3 | $35K | Sell |
888
-243
| -21% | -$9.58K | ﹤0.01% | 2097 |
|
|
2018
Q2 | $42K | Buy |
1,131
+352
| +45% | +$13.1K | ﹤0.01% | 2007 |
|
|
2018
Q1 | $43K | Hold |
779
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $43K | Buy |
779
+24
| +3% | +$1.33K | ﹤0.01% | 1909 |
|
|
2017
Q3 | $39K | Sell |
755
-23
| -3% | -$1.19K | ﹤0.01% | 2135 |
|
|
2017
Q2 | $36K | Sell |
778
-1,229
| -61% | -$56.9K | ﹤0.01% | 2172 |
|
|
2017
Q1 | $94K | Sell |
2,007
-116
| -5% | -$5.43K | ﹤0.01% | 1518 |
|
|
2016
Q4 | $93K | Sell |
2,123
-258
| -11% | -$11.3K | ﹤0.01% | 1497 |
|
|
2016
Q3 | $84K | Sell |
2,381
-159
| -6% | -$5.61K | ﹤0.01% | 1473 |
|
|
2016
Q2 | $81K | Buy |
2,540
+2,468
| +3,428% | +$78.7K | ﹤0.01% | 1460 |
|
|
2016
Q1 | $2K | Sell |
72
-2,521
| -97% | -$70K | ﹤0.01% | 2122 |
|
|
2015
Q4 | $86K | Buy |
+2,593
| New | +$86K | 0.01% | 1256 |
|