Jacobi Capital 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
Q3 | $234K | Sell |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $238K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $200K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $144K | Sell |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $402K | Sell |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $474K | Buy |
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|
2019
Q1 | $437K | Sell |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $247K | Buy |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $257K | Buy |
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|
2017
Q3 | $174K | Buy |
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|
2017
Q2 | $159K | Buy |
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