Patriot Financial Group Insurance Agency’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
4,718
+60
| +1% | +$4.85K | 0.04% | 361 |
|
|
2025
Q1 | $379K | Buy |
4,658
+17
| +0.4% | +$1.39K | 0.05% | 341 |
|
|
2024
Q4 | $339K | Sell |
4,641
-475
| -9% | -$34.7K | 0.05% | 347 |
|
|
2024
Q3 | $304K | Sell |
5,116
-128
| -2% | -$7.61K | 0.04% | 385 |
|
|
2024
Q2 | $268K | Buy |
5,244
+21
| +0.4% | +$1.07K | 0.04% | 395 |
|
|
2024
Q1 | $280K | Buy |
5,223
+25
| +0.5% | +$1.34K | 0.04% | 381 |
|
|
2023
Q4 | $235K | Sell |
5,198
-133
| -2% | -$6.02K | 0.04% | 385 |
|
|
2023
Q3 | $262K | Sell |
5,331
-276
| -5% | -$13.6K | 0.05% | 355 |
|
|
2023
Q2 | $267K | Buy |
5,607
+234
| +4% | +$11.2K | 0.05% | 364 |
|
|
2023
Q1 | $213K | Buy |
5,373
+3
| +0.1% | +$119 | 0.04% | 410 |
|
|
2022
Q4 | $220K | Sell |
5,370
-446
| -8% | -$18.3K | 0.03% | 375 |
|
|
2022
Q3 | $226K | Buy |
5,816
+777
| +15% | +$30.2K | 0.06% | 347 |
|
|
2022
Q2 | $171K | Sell |
5,039
-836
| -14% | -$28.4K | 0.03% | 410 |
|
|
2022
Q1 | $185K | Sell |
5,875
-2,799
| -32% | -$88.1K | 0.03% | 424 |
|
|
2021
Q4 | $213K | Buy |
8,674
+1,253
| +17% | +$30.8K | 0.04% | 429 |
|
|
2021
Q3 | $186K | Buy |
7,421
+1,234
| +20% | +$30.9K | 0.03% | 464 |
|
|
2021
Q2 | $176K | Buy |
6,187
+335
| +6% | +$9.53K | 0.03% | 462 |
|
|
2021
Q1 | $163K | Buy |
5,852
+581
| +11% | +$16.2K | 0.04% | 438 |
|
|
2020
Q4 | $121K | Buy |
5,271
+4,223
| +403% | +$96.9K | 0.03% | 450 |
|
|
2020
Q3 | $18K | Buy |
1,048
+200
| +24% | +$3.44K | 0.01% | 840 |
|
|
2020
Q2 | $14K | Hold |
848
| – | – | 0.01% | 869 |
|
|
2020
Q1 | $13K | Hold |
848
| – | – | 0.01% | 789 |
|
|
2019
Q4 | $25K | Buy |
848
+124
| +17% | +$3.66K | 0.01% | 631 |
|
|
2019
Q3 | $22K | Hold |
724
| – | – | 0.01% | 624 |
|
|
2019
Q2 | $25K | Hold |
724
| – | – | 0.01% | 579 |
|
|
2019
Q1 | $24K | Hold |
724
| – | – | 0.01% | 510 |
|
|
2018
Q4 | $21K | Hold |
724
| – | – | 0.01% | 471 |
|
|
2018
Q3 | $28K | Buy |
+724
| New | +$28K | 0.02% | 414 |
|