SAG
SageView Advisory Group’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
4,949
+172
| +4% | +$13.8K | 0.02% | 421 |
|
|
2025
Q1 | $389K | Buy |
4,777
+339
| +8% | +$27.6K | 0.02% | 398 |
|
|
2024
Q4 | $324K | Sell |
4,438
-330
| -7% | -$24.1K | 0.01% | 440 |
|
|
2024
Q3 | $283K | Sell |
4,768
-308
| -6% | -$18.3K | 0.01% | 412 |
|
|
2024
Q2 | $259K | Buy |
+5,076
| New | +$259K | 0.01% | 469 |
|
|
2024
Q1 | – | Sell |
-8,128
| Closed | -$389K | – | 849 |
|
|
2023
Q4 | $389K | Buy |
8,128
+1,017
| +14% | +$48.7K | 0.02% | 448 |
|
|
2023
Q3 | $350K | Sell |
7,111
-537
| -7% | -$26.4K | 0.02% | 389 |
|
|
2023
Q2 | $365K | Buy |
+7,648
| New | +$365K | 0.02% | 408 |
|