Sowell Financial Services’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
22,000
-1,537
| -7% | -$124K | 0.07% | 290 |
|
|
2025
Q1 | $1.92M | Sell |
23,537
-1,397
| -6% | -$114K | 0.09% | 247 |
|
|
2024
Q4 | $1.82M | Buy |
24,934
+689
| +3% | +$50.3K | 0.1% | 229 |
|
|
2024
Q3 | $1.44M | Sell |
24,245
-310
| -1% | -$18.4K | 0.07% | 289 |
|
|
2024
Q2 | $1.26M | Buy |
24,555
+11
| +0% | +$562 | 0.06% | 302 |
|
|
2024
Q1 | $1.32M | Buy |
24,544
+1,606
| +7% | +$86.2K | 0.06% | 304 |
|
|
2023
Q4 | $1.04M | Buy |
22,938
+1,888
| +9% | +$85.4K | 0.06% | 319 |
|
|
2023
Q3 | $1.04M | Sell |
21,050
-1,017
| -5% | -$50K | 0.07% | 305 |
|
|
2023
Q2 | $1.05M | Buy |
22,067
+12,935
| +142% | +$617K | 0.06% | 346 |
|
|
2023
Q1 | $361K | Buy |
+9,132
| New | +$361K | 0.03% | 514 |
|
|
2021
Q2 | – | Sell |
-7,580
| Closed | -$228K | – | 2604 |
|
|
2021
Q1 | $228K | Sell |
7,580
-10,849
| -59% | -$326K | 0.01% | 978 |
|
|
2020
Q4 | $423K | Buy |
18,429
+16,341
| +783% | +$375K | 0.02% | 571 |
|
|
2020
Q3 | $35K | Buy |
2,088
+1,311
| +169% | +$22K | ﹤0.01% | 1338 |
|
|
2020
Q2 | $13K | Buy |
777
+36
| +5% | +$602 | ﹤0.01% | 1607 |
|
|
2020
Q1 | $11K | Sell |
741
-6,376
| -90% | -$94.7K | ﹤0.01% | 1590 |
|
|
2019
Q4 | $208K | Buy |
7,117
+6,182
| +661% | +$181K | 0.02% | 700 |
|
|
2019
Q3 | $28K | Buy |
+935
| New | +$28K | ﹤0.01% | 1178 |
|
|
2018
Q4 | – | Sell |
-9,769
| Closed | -$382K | – | 535 |
|
|
2018
Q3 | $382K | Buy |
9,769
+3,026
| +45% | +$118K | 0.06% | 240 |
|
|
2018
Q2 | $236K | Buy |
+6,743
| New | +$236K | 0.05% | 252 |
|
|
2017
Q1 | – | Sell |
-312
| Closed | -$15K | – | 553 |
|
|
2016
Q4 | $15K | Buy |
+312
| New | +$15K | 0.01% | 451 |
|