SOA Wealth Advisors’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 | $3.34K | Hold |
|
|||||
|
2025
Q2 | $3.45K | Sell |
|
|||||
|
2025
Q1 | $16K | Hold |
|
|||||
|
2024
Q4 | $14.3K | Hold |
|
|||||
|
2024
Q3 | $11.6K | Hold |
|
|||||
|
2024
Q2 | $10K | Sell |
|
|||||
|
2024
Q1 | $11.9K | Hold |
|
|||||
|
2023
Q4 | $10K | Hold |
|
|||||
|
2023
Q3 | $10.9K | Buy |
|
|||||
|
2023
Q2 | $10.6K | Hold |
|
|||||
|
2023
Q1 | $8.75K | Sell |
|
|||||
|
2022
Q4 | $13.4K | Sell |
|
|||||
|
2022
Q3 | $13K | Sell |
|
|||||
|
2022
Q2 | $12K | Sell |
|
|||||
|
2022
Q1 | $97K | Buy |
|
|||||
|
2021
Q4 | $76K | Buy |
|
|||||
|
2021
Q3 | $77K | Buy |
|
|||||
|
2021
Q2 | $86K | Buy |
|
|||||
|
2021
Q1 | $50K | Sell |
|
|||||
|
2020
Q4 | $50K | Buy |
|