Proficio Capital 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 | $208K | Buy |
2,578
+33
| +1% | +$2.67K | 0.01% | 412 |
|
|
2025
Q1 | $207K | Buy |
+2,545
| New | +$207K | 0.02% | 368 |
|
|
2019
Q3 | – | Sell |
-432
| Closed | -$14K | – | 1461 |
|
|
2019
Q2 | $14K | Buy |
432
+26
| +6% | +$843 | ﹤0.01% | 835 |
|
|
2019
Q1 | $14K | Buy |
406
+55
| +16% | +$1.9K | 0.01% | 790 |
|
|
2018
Q4 | $10K | Buy |
+351
| New | +$10K | ﹤0.01% | 741 |
|
|
2018
Q2 | – | Sell |
-66
| Closed | -$3K | – | 1342 |
|
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 1093 |
|
|
2016
Q2 | – | Sell |
-74
| Closed | -$2K | – | 1180 |
|
|
2016
Q1 | $2K | Buy |
74
+25
| +51% | +$676 | ﹤0.01% | 792 |
|
|
2015
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 693 |
|