SBSB
Sullivan, Bruyette, Speros & Blaney’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $616K | Sell |
22,138
-374
| -2% | -$10.4K | 0.03% | 162 |
|
|
2020
Q4 | $516K | Hold |
22,512
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $379K | Hold |
22,512
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $373K | Hold |
22,512
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $338K | Sell |
22,512
-298
| -1% | -$4.47K | 0.02% | 154 |
|
|
2019
Q4 | $665K | Hold |
22,810
| – | – | 0.04% | 119 |
|
|
2019
Q3 | $678K | Sell |
22,810
-308
| -1% | -$9.16K | 0.04% | 110 |
|
|
2019
Q2 | $776K | Buy |
23,118
+308
| +1% | +$10.3K | 0.05% | 96 |
|
|
2019
Q1 | $772K | Buy |
22,810
+1,168
| +5% | +$39.5K | 0.05% | 89 |
|
|
2018
Q4 | $636K | Hold |
21,642
| – | – | 0.04% | 93 |
|
|
2018
Q3 | $846K | Hold |
21,642
| – | – | 0.08% | 64 |
|
|
2018
Q2 | $801K | Hold |
21,642
| – | – | 0.08% | 63 |
|
|
2018
Q1 | $1.03M | Hold |
21,642
| – | – | 0.1% | 52 |
|
|
2017
Q4 | $1.19M | Hold |
21,642
| – | – | 0.11% | 49 |
|
|
2017
Q3 | $1.11M | Hold |
21,642
| – | – | 0.11% | 53 |
|
|
2017
Q2 | $1.01M | Buy |
21,642
+298
| +1% | +$13.9K | 0.1% | 53 |
|
|
2017
Q1 | $1M | Hold |
21,344
| – | – | 0.1% | 49 |
|
|
2016
Q4 | $938K | Hold |
21,344
| – | – | 0.1% | 49 |
|
|
2016
Q3 | $754K | Hold |
21,344
| – | – | 0.08% | 54 |
|
|
2016
Q2 | $679K | Buy |
+21,344
| New | +$679K | 0.07% | 59 |
|