Advisornet Financial’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790 | Buy |
+4
| New | +$790 | ﹤0.01% | 1957 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$213 | – | 2148 |
|
|
2024
Q4 | $213 | Buy |
+1
| New | +$213 | ﹤0.01% | 1859 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$831 | – | 2171 |
|
|
2024
Q2 | $831 | Hold |
5
| – | – | ﹤0.01% | 1843 |
|
|
2024
Q1 | $941 | Buy |
+5
| New | +$941 | ﹤0.01% | 1780 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$2.14K | – | 2280 |
|
|
2023
Q2 | $2.14K | Sell |
17
-7
| -29% | -$880 | ﹤0.01% | 1701 |
|
|
2023
Q1 | $2.88K | Sell |
24
-11
| -31% | -$1.32K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $4.38K | Buy |
35
+14
| +67% | +$1.75K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $3K | Buy |
21
+11
| +110% | +$1.57K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1745 |
|
|
2021
Q4 | $2K | Buy |
10
+3
| +43% | +$600 | ﹤0.01% | 1778 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1778 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$2K | – | 1457 |
|
|
2018
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1362 |
|