Lifestyle Asset 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 | $1.27M | Buy |
15,783
+205
| +1% | +$16.6K | 0.6% | 36 |
|
|
2025
Q1 | $1.27M | Sell |
15,578
-3,321
| -18% | -$271K | 0.7% | 26 |
|
|
2024
Q4 | $1.38M | Sell |
18,899
-607
| -3% | -$44.3K | 0.75% | 23 |
|
|
2024
Q3 | $1.16M | Buy |
19,506
+649
| +3% | +$38.6K | 0.64% | 32 |
|
|
2024
Q2 | $964K | Sell |
18,857
-1,857
| -9% | -$94.9K | 0.55% | 42 |
|
|
2024
Q1 | $1.11M | Buy |
20,714
+360
| +2% | +$19.3K | 0.66% | 38 |
|
|
2023
Q4 | $920K | Sell |
20,354
-2,353
| -10% | -$106K | 0.51% | 49 |
|
|
2023
Q3 | $1.12M | Sell |
22,707
-72
| -0.3% | -$3.54K | 0.68% | 26 |
|
|
2023
Q2 | $1.09M | Buy |
22,779
+101
| +0.4% | +$4.82K | 0.65% | 26 |
|
|
2023
Q1 | $897K | Buy |
+22,678
| New | +$897K | 0.6% | 41 |
|