CAPTRUST Financial Advisors’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 | $1.22M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $101K | Buy |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $25K | Buy |
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|
2020
Q2 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $22K | Buy |
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