Burney Company’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Sell |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $839K | Sell |
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|
2022
Q1 | $910K | Hold |
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|
2021
Q4 | $781K | Hold |
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|
2021
Q3 | $790K | Hold |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $734K | Buy |
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|
2020
Q4 | $617K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $828K | Sell |
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|
2020
Q1 | $991K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $2M | Sell |
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|
2018
Q2 | $2.26M | Sell |
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|
2018
Q1 | $2.75M | Sell |
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|
2017
Q4 | $10M | Buy |
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|
2017
Q3 | $9.45M | Buy |
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|
2017
Q2 | $10.2M | Sell |
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|
2017
Q1 | $9.45M | Buy |
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|
2016
Q4 | $7.4M | Buy |
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|
2016
Q3 | $6.97M | Sell |
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|
2016
Q2 | $6.57M | Sell |
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|
2016
Q1 | $9.65M | Sell |
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|
2015
Q4 | $12.2M | Sell |
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|
2015
Q3 | $12.8M | Sell |
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|
2015
Q2 | $11.4M | Buy |
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|
2015
Q1 | $9.82M | Buy |
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|
2014
Q4 | $8.78M | Buy |
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|
2014
Q3 | $7.82M | Buy |
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|
2014
Q2 | $6.45M | Buy |
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|
2014
Q1 | $4.45M | Buy |
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|
2013
Q4 | $4.2M | Sell |
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|
2013
Q3 | $3.64M | Sell |
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|
2013
Q2 | $3.64M | Buy |
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