Kelly Lawrence W & Associates’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8K | Hold |
1,000
| – | – | 0.02% | 100 |
|
|
2025
Q1 | $81.5K | Hold |
1,000
| – | – | 0.02% | 106 |
|
|
2024
Q4 | $73K | Hold |
1,000
| – | – | 0.02% | 107 |
|
|
2024
Q3 | $59.4K | Hold |
1,000
| – | – | 0.01% | 113 |
|
|
2024
Q2 | $51.1K | Buy |
1,000
+500
| +100% | +$25.6K | 0.01% | 117 |
|
|
2024
Q1 | $26.8K | Buy |
+500
| New | +$26.8K | 0.01% | 134 |
|
|
2022
Q1 | – | Sell |
-36,875
| Closed | -$906K | – | 166 |
|
|
2021
Q4 | $906K | Sell |
36,875
-5,300
| -13% | -$130K | 0.18% | 49 |
|
|
2021
Q3 | $1.06M | Buy |
42,175
+400
| +1% | +$10K | 0.22% | 47 |
|
|
2021
Q2 | $1.19M | Sell |
41,775
-1,500
| -3% | -$42.6K | 0.26% | 44 |
|
|
2021
Q1 | $1.21M | Buy |
43,275
+29,675
| +218% | +$826K | 0.29% | 42 |
|
|
2020
Q4 | $312K | Sell |
13,600
-125
| -0.9% | -$2.87K | 0.12% | 48 |
|
|
2020
Q3 | $231K | Sell |
13,725
-326,275
| -96% | -$5.49M | 0.07% | 56 |
|
|
2020
Q2 | $5.64M | Buy |
+340,000
| New | +$5.64M | 1.17% | 27 |
|
|
2016
Q1 | – | Sell |
-390,480
| Closed | -$13M | – | 169 |
|
|
2015
Q4 | $13M | Buy |
390,480
+12,700
| +3% | +$423K | 2.94% | 14 |
|
|
2015
Q3 | $12.1M | Sell |
377,780
-6,000
| -2% | -$192K | 2.81% | 13 |
|
|
2015
Q2 | $13.7M | Buy |
383,780
+381,980
| +21,221% | +$13.7M | 2.73% | 11 |
|
|
2015
Q1 | $61K | Hold |
1,800
| – | – | 0.01% | 98 |
|
|
2014
Q4 | $63K | Buy |
+1,800
| New | +$63K | 0.01% | 102 |
|
|
2014
Q3 | – | Sell |
-1,925
| Closed | -$67K | – | 112 |
|
|
2014
Q2 | $67K | Hold |
1,925
| – | – | 0.01% | 99 |
|
|
2014
Q1 | $68K | Sell |
1,925
-1,175
| -38% | -$41.5K | 0.02% | 96 |
|
|
2013
Q4 | $109K | Buy |
+3,100
| New | +$109K | 0.02% | 94 |
|
|
2013
Q3 | – | Sell |
-2,200
| Closed | -$65K | – | 106 |
|
|
2013
Q2 | $65K | Buy |
+2,200
| New | +$65K | 0.02% | 91 |
|