Atria Investments’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,493
+225
| +18% | +$44.4K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $266K | Sell |
1,268
-1,087
| -46% | -$228K | ﹤0.01% | 1687 |
|
|
2024
Q4 | $502K | Sell |
2,355
-217
| -8% | -$46.3K | 0.01% | 1326 |
|
|
2024
Q3 | $511K | Buy |
2,572
+879
| +52% | +$175K | 0.01% | 1305 |
|
|
2024
Q2 | $281K | Buy |
+1,693
| New | +$281K | ﹤0.01% | 1627 |
|
|
2019
Q4 | – | Sell |
-1,714
| Closed | -$216K | – | 1195 |
|
|
2019
Q3 | $216K | Buy |
+1,714
| New | +$216K | 0.01% | 820 |
|
|
2017
Q4 | – | Sell |
-2,476
| Closed | -$236K | – | 815 |
|
|
2017
Q3 | $236K | Buy |
2,476
+412
| +20% | +$39.3K | 0.01% | 688 |
|
|
2017
Q2 | $214K | Buy |
+2,064
| New | +$214K | 0.01% | 677 |
|