Catalyst Financial Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
1,098
+14
| +1% | +$2.77K | 0.02% | 280 |
|
|
2025
Q1 | $227K | Buy |
1,084
+4
| +0.4% | +$839 | 0.04% | 250 |
|
|
2024
Q4 | $230K | Sell |
1,080
-362
| -25% | -$77.2K | 0.04% | 246 |
|
|
2024
Q3 | $287K | Sell |
1,442
-24
| -2% | -$4.77K | 0.06% | 209 |
|
|
2024
Q2 | $244K | Buy |
1,466
+59
| +4% | +$9.81K | 0.05% | 215 |
|
|
2024
Q1 | $239K | Sell |
1,407
-50
| -3% | -$8.5K | 0.06% | 198 |
|
|
2023
Q4 | $245K | Buy |
1,457
+6
| +0.4% | +$1.01K | 0.07% | 191 |
|
|
2023
Q3 | $208K | Buy |
+1,451
| New | +$208K | 0.07% | 198 |
|
|
2023
Q1 | – | Sell |
-1,645
| Closed | -$206K | – | 182 |
|
|
2022
Q4 | $206K | Buy |
+1,645
| New | +$206K | 0.11% | 153 |
|