Rise 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 | $27.3K | Buy |
338
+16
| +5% | +$1.29K | 0.01% | 381 |
|
|
2025
Q1 | $26.3K | Sell |
322
-77
| -19% | -$6.28K | 0.01% | 369 |
|
|
2024
Q4 | $29.1K | Buy |
399
+2
| +0.5% | +$146 | 0.01% | 402 |
|
|
2024
Q3 | $23.6K | Buy |
397
+3
| +0.8% | +$178 | 0.01% | 575 |
|
|
2024
Q2 | $20.1K | Sell |
394
-420
| -52% | -$21.5K | 0.01% | 635 |
|
|
2024
Q1 | $43.7K | Buy |
814
+394
| +94% | +$21.1K | 0.02% | 252 |
|
|
2023
Q4 | $19K | Buy |
420
+4
| +1% | +$181 | 0.01% | 254 |
|
|
2023
Q3 | $20.5K | Buy |
416
+3
| +0.7% | +$148 | 0.02% | 231 |
|
|
2023
Q2 | $19.7K | Buy |
413
+3
| +0.7% | +$143 | 0.02% | 240 |
|
|
2023
Q1 | $16.2K | Buy |
410
+3
| +0.7% | +$119 | 0.01% | 283 |
|
|
2022
Q4 | $16.7K | Buy |
407
+3
| +0.7% | +$123 | 0.01% | 268 |
|
|
2022
Q3 | $16K | Buy |
404
+4
| +1% | +$158 | 0.01% | 278 |
|
|
2022
Q2 | $14K | Buy |
400
+3
| +0.8% | +$105 | 0.01% | 288 |
|
|
2022
Q1 | $13K | Buy |
397
+4
| +1% | +$131 | 0.01% | 302 |
|
|
2021
Q4 | $9.66K | Buy |
+393
| New | +$9.66K | 0.01% | 330 |
|