Patriot Financial Group Insurance Agency’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $361K | Sell |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $171K | Sell |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $176K | Buy |
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|
2021
Q1 | $163K | Buy |
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|
2020
Q4 | $121K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $28K | Buy |
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