Center for Financial Planning’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
75
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $15.7K | Hold |
75
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $16K | Hold |
75
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $14.9K | Hold |
75
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $12.5K | Hold |
75
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $14.1K | Buy |
+75
| New | +$14.1K | ﹤0.01% | 360 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$8K | – | 450 |
|
|
2020
Q1 | $8K | Buy |
+78
| New | +$8K | ﹤0.01% | 359 |
|