NorthRock Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
7,773
+966
| +14% | +$78K | 0.02% | 343 |
|
|
2025
Q1 | $554K | Sell |
6,807
-477
| -7% | -$38.9K | 0.02% | 326 |
|
|
2024
Q4 | $532K | Buy |
7,284
+246
| +3% | +$18K | 0.02% | 338 |
|
|
2024
Q3 | $418K | Buy |
7,038
+195
| +3% | +$11.6K | 0.01% | 404 |
|
|
2024
Q2 | $350K | Buy |
6,843
+139
| +2% | +$7.1K | 0.01% | 429 |
|
|
2024
Q1 | $360K | Buy |
6,704
+632
| +10% | +$33.9K | 0.01% | 435 |
|
|
2023
Q4 | $275K | Buy |
6,072
+1,590
| +35% | +$71.9K | 0.01% | 472 |
|
|
2023
Q3 | $220K | Buy |
4,482
+187
| +4% | +$9.2K | 0.02% | 310 |
|
|
2023
Q2 | $205K | Buy |
+4,295
| New | +$205K | 0.02% | 297 |
|
|
2023
Q1 | – | Sell |
-5,187
| Closed | -$213K | – | 358 |
|
|
2022
Q4 | $213K | Sell |
5,187
-3
| -0.1% | -$123 | 0.02% | 316 |
|
|
2022
Q3 | $201K | Buy |
+5,190
| New | +$201K | 0.02% | 288 |
|