IFP Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $98.7K | Sell |
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|
2024
Q4 | $90.1K | Sell |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $199K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $118K | Sell |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $33K | Buy |
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|
2018
Q3 | $35K | Sell |
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|
2018
Q2 | $42K | Buy |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $43K | Buy |
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|
2017
Q3 | $39K | Sell |
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|
2017
Q2 | $36K | Sell |
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $93K | Sell |
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|
2016
Q3 | $84K | Sell |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $86K | Buy |
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