Shelton Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
5,828
-205
| -3% | -$16.6K | 0.01% | 353 |
|
|
2025
Q1 | $491K | Sell |
6,033
-417
| -6% | -$34K | 0.01% | 335 |
|
|
2024
Q4 | $471K | Sell |
6,450
-663
| -9% | -$48.4K | 0.01% | 361 |
|
|
2024
Q3 | $423K | Hold |
7,113
| – | – | 0.01% | 385 |
|
|
2024
Q2 | $364K | Sell |
7,113
-794
| -10% | -$40.6K | 0.01% | 410 |
|
|
2024
Q1 | $424K | Hold |
7,907
| – | – | 0.01% | 390 |
|
|
2023
Q4 | $358K | Sell |
7,907
-720
| -8% | -$32.6K | 0.01% | 412 |
|
|
2023
Q3 | $424K | Sell |
8,627
-564
| -6% | -$27.7K | 0.02% | 340 |
|
|
2023
Q2 | $438K | Sell |
9,191
-203
| -2% | -$9.68K | 0.02% | 341 |
|
|
2023
Q1 | $372K | Sell |
9,394
-351
| -4% | -$13.9K | 0.02% | 379 |
|
|
2022
Q4 | $400K | Sell |
9,745
-1,088
| -10% | -$44.6K | 0.04% | 323 |
|
|
2022
Q3 | $420K | Hold |
10,833
| – | – | 0.02% | 338 |
|
|
2022
Q2 | $369K | Hold |
10,833
| – | – | 0.02% | 392 |
|
|
2022
Q1 | $341K | Hold |
10,833
| – | – | 0.01% | 483 |
|
|
2021
Q4 | $266K | Buy |
+10,833
| New | +$266K | 0.01% | 621 |
|
|
2016
Q4 | – | Sell |
-30,666
| Closed | -$1.08M | – | 893 |
|
|
2016
Q3 | $1.08M | Buy |
30,666
+10,500
| +52% | +$371K | 0.09% | 199 |
|
|
2016
Q2 | $641K | Sell |
20,166
-3,700
| -16% | -$118K | 0.06% | 298 |
|
|
2016
Q1 | $738K | Buy |
23,866
+7,500
| +46% | +$232K | 0.07% | 251 |
|
|
2015
Q4 | $545K | Sell |
16,366
-700
| -4% | -$23.3K | 0.05% | 325 |
|
|
2015
Q3 | $547K | Buy |
17,066
+2,100
| +14% | +$67.3K | 0.06% | 313 |
|
|
2015
Q2 | $535K | Buy |
+14,966
| New | +$535K | 0.06% | 340 |
|