Toth Financial 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 | $229K | Sell |
2,840
-80
| -3% | -$6.46K | 0.03% | 199 |
|
|
2025
Q1 | $238K | Sell |
2,920
-330
| -10% | -$26.9K | 0.03% | 197 |
|
|
2024
Q4 | $237K | Sell |
3,250
-228
| -7% | -$16.7K | 0.03% | 197 |
|
|
2024
Q3 | $207K | Hold |
3,478
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $178K | Hold |
3,478
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $187K | Hold |
3,478
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $157K | Sell |
3,478
-1,280
| -27% | -$57.9K | 0.02% | 214 |
|
|
2023
Q3 | $234K | Hold |
4,758
| – | – | 0.04% | 185 |
|
|
2023
Q2 | $227K | Hold |
4,758
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $188K | Buy |
4,758
+25
| +0.5% | +$989 | 0.03% | 190 |
|
|
2022
Q4 | $194K | Hold |
4,733
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $184K | Sell |
4,733
-440
| -9% | -$17.1K | 0.03% | 171 |
|
|
2022
Q2 | $176K | Buy |
5,173
+50
| +1% | +$1.7K | 0.03% | 180 |
|
|
2022
Q1 | $161K | Buy |
5,123
+1,430
| +39% | +$44.9K | 0.02% | 198 |
|
|
2021
Q4 | $91K | Hold |
3,693
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $93K | Sell |
3,693
-310
| -8% | -$7.81K | 0.01% | 248 |
|
|
2021
Q2 | $114K | Buy |
4,003
+97
| +2% | +$2.76K | 0.02% | 214 |
|
|
2021
Q1 | $109K | Buy |
3,906
+666
| +21% | +$18.6K | 0.02% | 229 |
|
|
2020
Q4 | $74K | Buy |
3,240
+373
| +13% | +$8.52K | 0.01% | 233 |
|
|
2020
Q3 | $48K | Buy |
2,867
+2,597
| +962% | +$43.5K | 0.01% | 244 |
|
|
2020
Q2 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 424 |
|