Steward Partners Investment Advisory’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 | $110K | Buy |
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|
2025
Q2 | $81.2K | Buy |
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|
2025
Q1 | $63.9K | Buy |
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|
2024
Q4 | $44.8K | Hold |
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|
2024
Q3 | $36.5K | Hold |
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|
2024
Q2 | $31.4K | Sell |
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|
2024
Q1 | $38.3K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $660K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13.4K | Sell |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $31K | Buy |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $462K | Sell |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $439K | Buy |
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|
2018
Q3 | $564K | Sell |
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|
2018
Q2 | $540K | Buy |
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|
2018
Q1 | $664K | Buy |
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|
2017
Q4 | $740K | Buy |
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|
2017
Q3 | $669K | Buy |
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|
2017
Q2 | $601K | Buy |
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|
2017
Q1 | $27K | Buy |
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|
2016
Q4 | $13K | Buy |
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