Bell Investment Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36K | Hold |
17
| – | – | ﹤0.01% | 1154 |
|
|
2025
Q1 | $3.57K | Hold |
17
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q4 | $3.63K | Hold |
17
| – | – | ﹤0.01% | 1085 |
|
|
2024
Q3 | $3.38K | Sell |
17
-4
| -19% | -$796 | ﹤0.01% | 1124 |
|
|
2024
Q2 | $3.49K | Hold |
21
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q1 | $3.95K | Hold |
21
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q4 | $3.54K | Hold |
21
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q3 | $3.02K | Sell |
21
-8
| -28% | -$1.15K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $3.65K | Hold |
29
| – | – | ﹤0.01% | 990 |
|
|
2023
Q1 | $3.48K | Buy |
29
+11
| +61% | +$1.32K | ﹤0.01% | 969 |
|
|
2022
Q4 | $2.25K | Buy |
18
+5
| +38% | +$625 | ﹤0.01% | 1224 |
|
|
2022
Q3 | $2K | Sell |
13
-3
| -19% | -$462 | ﹤0.01% | 1024 |
|
|
2022
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 892 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1012 |
|