Lion Street Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
5,751
| – | – | 0.14% | 156 |
|
|
2025
Q1 | $468K | Hold |
5,751
| – | – | 0.15% | 151 |
|
|
2024
Q4 | $420K | Hold |
5,751
| – | – | 0.13% | 153 |
|
|
2024
Q3 | $342K | Hold |
5,751
| – | – | 0.12% | 187 |
|
|
2024
Q2 | $294K | Hold |
5,751
| – | – | 0.11% | 195 |
|
|
2024
Q1 | $260K | Hold |
5,751
| – | – | 0.11% | 202 |
|
|
2023
Q4 | $260K | Hold |
5,751
| – | – | 0.11% | 202 |
|
|
2023
Q3 | $283K | Sell |
5,751
-4,319
| -43% | -$212K | 0.09% | 196 |
|
|
2023
Q2 | $256K | Buy |
10,070
+50
| +0.5% | +$1.27K | 0.09% | 193 |
|
|
2023
Q1 | $396K | Buy |
+10,020
| New | +$396K | 0.12% | 142 |
|