Jacobi Capital 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 | $263K | Hold |
3,261
| – | – | 0.02% | 528 |
|
|
2025
Q1 | $266K | Hold |
3,261
| – | – | 0.02% | 506 |
|
|
2024
Q4 | $238K | Buy |
+3,261
| New | +$238K | 0.02% | 530 |
|
|
2023
Q4 | – | Sell |
-4,227
| Closed | -$208K | – | 473 |
|
|
2023
Q3 | $208K | Buy |
4,227
+31
| +0.7% | +$1.53K | 0.02% | 418 |
|
|
2023
Q2 | $200K | Buy |
+4,196
| New | +$200K | 0.02% | 430 |
|
|
2021
Q4 | – | Sell |
-14,830
| Closed | -$372K | – | 1268 |
|
|
2021
Q3 | $372K | Buy |
14,830
+690
| +5% | +$17.3K | 0.05% | 304 |
|
|
2021
Q2 | $402K | Buy |
14,140
+320
| +2% | +$9.1K | 0.05% | 273 |
|
|
2021
Q1 | $385K | Buy |
13,820
+7,522
| +119% | +$210K | 0.06% | 255 |
|
|
2020
Q4 | $144K | Sell |
6,298
-9,824
| -61% | -$225K | 0.02% | 359 |
|
|
2020
Q3 | $271K | Sell |
16,122
-291
| -2% | -$4.89K | 0.05% | 265 |
|
|
2020
Q2 | $272K | Sell |
16,413
-231
| -1% | -$3.83K | 0.05% | 254 |
|
|
2020
Q1 | $250K | Buy |
16,644
+2,843
| +21% | +$42.7K | 0.05% | 234 |
|
|
2019
Q4 | $402K | Sell |
13,801
-570
| -4% | -$16.6K | 0.07% | 209 |
|
|
2019
Q3 | $427K | Buy |
14,371
+234
| +2% | +$6.95K | 0.08% | 195 |
|
|
2019
Q2 | $474K | Buy |
14,137
+1,220
| +9% | +$40.9K | 0.1% | 181 |
|
|
2019
Q1 | $437K | Sell |
12,917
-3,742
| -22% | -$127K | 0.11% | 133 |
|
|
2018
Q4 | $489K | Buy |
16,659
+9,894
| +146% | +$290K | 0.13% | 115 |
|
|
2018
Q3 | $264K | Buy |
6,765
+85
| +1% | +$3.32K | 0.07% | 173 |
|
|
2018
Q2 | $247K | Buy |
6,680
+809
| +14% | +$29.9K | 0.07% | 165 |
|
|
2018
Q1 | $274K | Buy |
5,871
+1,320
| +29% | +$61.6K | 0.08% | 139 |
|
|
2017
Q4 | $257K | Buy |
4,551
+1,217
| +37% | +$68.7K | 0.08% | 139 |
|
|
2017
Q3 | $174K | Buy |
3,334
+3
| +0.1% | +$157 | 0.06% | 163 |
|
|
2017
Q2 | $159K | Buy |
+3,331
| New | +$159K | 0.06% | 151 |
|