Stephens Investment Management Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
1,466,634
+640,965
| +78% | +$15.5M | 0.47% | 83 |
|
|
2025
Q1 | $16.2M | Buy |
+825,669
| New | +$16.2M | 0.23% | 120 |
|
|
2022
Q3 | – | Sell |
-322,250
| Closed | -$11.9M | – | 178 |
|
|
2022
Q2 | $11.9M | Buy |
322,250
+95,944
| +42% | +$3.53M | 0.22% | 120 |
|
|
2022
Q1 | $22.5M | Buy |
226,306
+13,362
| +6% | +$1.33M | 0.33% | 109 |
|
|
2021
Q4 | $30.4M | Sell |
212,944
-873
| -0.4% | -$125K | 0.39% | 102 |
|
|
2021
Q3 | $27M | Buy |
213,817
+158
| +0.1% | +$19.9K | 0.37% | 108 |
|
|
2021
Q2 | $23.5M | Buy |
213,659
+125,781
| +143% | +$13.8M | 0.32% | 114 |
|
|
2021
Q1 | $8.82M | Buy |
87,878
+15,694
| +22% | +$1.57M | 0.13% | 145 |
|
|
2020
Q4 | $11.1M | Sell |
72,184
-735
| -1% | -$113K | 0.16% | 134 |
|
|
2020
Q3 | $6.36M | Buy |
+72,919
| New | +$6.36M | 0.11% | 147 |
|