Jones Financial Companies’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
5,681
+2,501
| +79% | +$201K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $254K | Buy |
3,180
+922
| +41% | +$73.8K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $165K | Buy |
2,258
+1,252
| +124% | +$91.4K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $59K | Buy |
1,006
+944
| +1,523% | +$55.4K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $3.17K | Buy |
+62
| New | +$3.17K | ﹤0.01% | 2060 |
|
|
2022
Q2 | – | Sell |
-1,188
| Closed | -$37K | – | 843 |
|
|
2022
Q1 | $37K | Buy |
+1,188
| New | +$37K | ﹤0.01% | 379 |
|