Steward Partners Investment Advisory’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2K | Buy |
1,005
+221
| +28% | +$17.8K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $63.9K | Buy |
784
+170
| +28% | +$13.8K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $44.8K | Hold |
614
| – | – | ﹤0.01% | 2394 |
|
|
2024
Q3 | $36.5K | Hold |
614
| – | – | ﹤0.01% | 2394 |
|
|
2024
Q2 | $31.4K | Sell |
614
-100
| -14% | -$5.11K | ﹤0.01% | 2321 |
|
|
2024
Q1 | $38.3K | Sell |
714
-15,418
| -96% | -$827K | ﹤0.01% | 2233 |
|
|
2023
Q4 | $729K | Sell |
16,132
-323
| -2% | -$14.6K | 0.01% | 838 |
|
|
2023
Q3 | $809K | Buy |
16,455
+145
| +0.9% | +$7.13K | 0.01% | 752 |
|
|
2023
Q2 | $778K | Buy |
16,310
+159
| +1% | +$7.58K | 0.01% | 778 |
|
|
2023
Q1 | $639K | Buy |
16,151
+60
| +0.4% | +$2.37K | 0.01% | 833 |
|
|
2022
Q4 | $660K | Buy |
16,091
+14,810
| +1,156% | +$608K | 0.01% | 802 |
|
|
2022
Q3 | $50K | Buy |
1,281
+58
| +5% | +$2.26K | ﹤0.01% | 1790 |
|
|
2022
Q2 | $42K | Sell |
1,223
-150
| -11% | -$5.15K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $43K | Buy |
1,373
+93
| +7% | +$2.91K | ﹤0.01% | 1993 |
|
|
2021
Q4 | $31K | Buy |
1,280
+800
| +167% | +$19.4K | ﹤0.01% | 2126 |
|
|
2021
Q3 | $12K | Hold |
480
| – | – | ﹤0.01% | 2555 |
|
|
2021
Q2 | $14K | Hold |
480
| – | – | ﹤0.01% | 5620 |
|
|
2021
Q1 | $13.4K | Sell |
480
-3,193
| -87% | -$88.9K | ﹤0.01% | 2657 |
|
|
2020
Q4 | $84K | Buy |
3,673
+1,850
| +101% | +$42.3K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $31K | Buy |
1,823
+706
| +63% | +$12K | ﹤0.01% | 1714 |
|
|
2020
Q2 | $19K | Sell |
1,117
-155
| -12% | -$2.64K | ﹤0.01% | 1799 |
|
|
2020
Q1 | $19K | Sell |
1,272
-14,343
| -92% | -$214K | ﹤0.01% | 1636 |
|
|
2019
Q4 | $455K | Buy |
15,615
+53
| +0.3% | +$1.54K | 0.01% | 645 |
|
|
2019
Q3 | $462K | Sell |
15,562
-31
| -0.2% | -$920 | 0.02% | 604 |
|
|
2019
Q2 | $523K | Sell |
15,593
-32
| -0.2% | -$1.07K | 0.02% | 547 |
|
|
2019
Q1 | $528K | Buy |
15,625
+659
| +4% | +$22.3K | 0.02% | 501 |
|
|
2018
Q4 | $439K | Buy |
14,966
+534
| +4% | +$15.7K | 0.02% | 520 |
|
|
2018
Q3 | $564K | Sell |
14,432
-160
| -1% | -$6.25K | 0.03% | 476 |
|
|
2018
Q2 | $540K | Buy |
14,592
+645
| +5% | +$23.9K | 0.03% | 452 |
|
|
2018
Q1 | $664K | Buy |
13,947
+465
| +3% | +$22.1K | 0.05% | 357 |
|
|
2017
Q4 | $740K | Buy |
13,482
+379
| +3% | +$20.8K | 0.06% | 286 |
|
|
2017
Q3 | $669K | Buy |
13,103
+204
| +2% | +$10.4K | 0.07% | 248 |
|
|
2017
Q2 | $601K | Buy |
12,899
+12,305
| +2,072% | +$573K | 0.07% | 246 |
|
|
2017
Q1 | $27K | Buy |
594
+280
| +89% | +$12.7K | ﹤0.01% | 681 |
|
|
2016
Q4 | $13K | Buy |
+314
| New | +$13K | 0.01% | 520 |
|