Valeo Financial Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
3,562
-8
| -0.2% | -$646 | 0.01% | 588 |
|
|
2025
Q1 | $291K | Buy |
3,570
+10
| +0.3% | +$815 | 0.01% | 537 |
|
|
2024
Q4 | $260K | Sell |
3,560
-1,332
| -27% | -$97.3K | 0.01% | 571 |
|
|
2024
Q3 | $291K | Sell |
4,892
-390
| -7% | -$23.2K | 0.01% | 533 |
|
|
2024
Q2 | $270K | Buy |
+5,282
| New | +$270K | 0.01% | 533 |
|
|
2021
Q2 | – | Sell |
-2,446
| Closed | -$68K | – | 1650 |
|
|
2021
Q1 | $68K | Hold |
2,446
| – | – | ﹤0.01% | 723 |
|
|
2020
Q4 | $56K | Hold |
2,446
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $41K | Buy |
2,446
+2,008
| +458% | +$33.7K | ﹤0.01% | 694 |
|
|
2020
Q2 | $7K | Buy |
+438
| New | +$7K | ﹤0.01% | 1345 |
|
|
2019
Q2 | – | Sell |
-196
| Closed | -$7K | – | 1654 |
|
|
2019
Q1 | $7K | Hold |
196
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q4 | $6K | Hold |
196
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q3 | $7K | Buy |
196
+100
| +104% | +$3.57K | ﹤0.01% | 1086 |
|
|
2018
Q2 | $3K | Hold |
96
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 1029 |
|
|
2017
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 879 |
|