OneDigital Investment 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 | $270K | Sell |
3,343
-313
| -9% | -$25.3K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $298K | Buy |
+3,656
| New | +$298K | ﹤0.01% | 1105 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$15K | – | 1195 |
|
|
2018
Q4 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 767 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$17K | – | 1245 |
|
|
2018
Q2 | $17K | Buy |
+450
| New | +$17K | ﹤0.01% | 880 |
|