SOA Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45K | Sell |
43
-153
| -78% | -$12.3K | ﹤0.01% | 676 |
|
|
2025
Q1 | $16K | Hold |
196
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $14.3K | Hold |
196
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $11.6K | Hold |
196
| – | – | ﹤0.01% | 522 |
|
|
2024
Q2 | $10K | Sell |
196
-26
| -12% | -$1.33K | ﹤0.01% | 539 |
|
|
2024
Q1 | $11.9K | Hold |
222
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $10K | Hold |
222
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $10.9K | Buy |
222
+1
| +0.5% | +$49 | ﹤0.01% | 511 |
|
|
2023
Q2 | $10.6K | Hold |
221
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $8.75K | Sell |
221
-105
| -32% | -$4.16K | ﹤0.01% | 542 |
|
|
2022
Q4 | $13.4K | Sell |
326
-12
| -4% | -$492 | ﹤0.01% | 479 |
|
|
2022
Q3 | $13K | Sell |
338
-39
| -10% | -$1.5K | ﹤0.01% | 473 |
|
|
2022
Q2 | $12K | Sell |
377
-2,707
| -88% | -$86.2K | ﹤0.01% | 475 |
|
|
2022
Q1 | $97K | Buy |
3,084
+3
| +0.1% | +$94 | 0.02% | 232 |
|
|
2021
Q4 | $76K | Buy |
3,081
+2
| +0.1% | +$49 | 0.02% | 251 |
|
|
2021
Q3 | $77K | Buy |
3,079
+22
| +0.7% | +$550 | 0.02% | 254 |
|
|
2021
Q2 | $86K | Buy |
3,057
+1,244
| +69% | +$35K | 0.02% | 240 |
|
|
2021
Q1 | $50K | Sell |
1,813
-289
| -14% | -$7.97K | 0.01% | 272 |
|
|
2020
Q4 | $50K | Buy |
+2,102
| New | +$50K | 0.01% | 263 |
|