Catalyst Financial Partners’s Assurant AIZ Stock Holding History

Catalyst Financial Partners’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$240K	Buy
2025 Q2	$217K	Buy
2025 Q1	$227K	Buy
2024 Q4	$230K	Sell
2024 Q3	$287K	Sell
2024 Q2	$244K	Buy
2024 Q1	$239K	Sell
2023 Q4	$245K	Buy
2023 Q3	$208K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Buy