Stratos Wealth Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
4,161
+359
| +9% | +$29K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $310K | Buy |
3,802
+838
| +28% | +$68.3K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $216K | Buy |
+2,964
| New | +$216K | ﹤0.01% | 1314 |
|
|
2023
Q4 | – | Sell |
-4,144
| Closed | -$204K | – | 1425 |
|
|
2023
Q3 | $204K | Buy |
+4,144
| New | +$204K | ﹤0.01% | 1167 |
|
|
2023
Q2 | – | Sell |
-5,355
| Closed | -$212K | – | 1232 |
|
|
2023
Q1 | $212K | Buy |
+5,355
| New | +$212K | 0.01% | 1023 |
|
|
2018
Q4 | – | Sell |
-2,995
| Closed | -$117K | – | 2414 |
|
|
2018
Q3 | $117K | Buy |
+2,995
| New | +$117K | 0.01% | 1056 |
|
|
2018
Q2 | – | Sell |
-4,040
| Closed | -$192K | – | 2494 |
|
|
2018
Q1 | $192K | Sell |
4,040
-472
| -10% | -$22.4K | 0.01% | 921 |
|
|
2017
Q4 | $248K | Buy |
4,512
+496
| +12% | +$27.3K | 0.01% | 778 |
|
|
2017
Q3 | $205K | Buy |
+4,016
| New | +$205K | 0.01% | 848 |
|