Lane & Associates’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $408K | Sell |
5,013
-129
| -3% | -$10.5K | 0.22% | 75 |
|
|
2024
Q4 | $392K | Sell |
5,142
-75
| -1% | -$5.72K | 0.2% | 84 |
|
|
2024
Q3 | $310K | Buy |
5,217
+564
| +12% | +$33.5K | 0.17% | 90 |
|
|
2024
Q2 | $238K | Buy |
4,653
+105
| +2% | +$5.37K | 0.14% | 100 |
|
|
2024
Q1 | $244K | Buy |
+4,548
| New | +$244K | 0.15% | 101 |
|