Center for Financial Planning’s Assurant AIZ Stock Holding History

Center for Financial Planning’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 Q2	$14.8K	Hold
2025 Q1	$15.7K	Hold
2024 Q4	$16K	Hold
2024 Q3	$14.9K	Hold
2024 Q2	$12.5K	Hold
2024 Q1	$14.1K	Buy
2020 Q2	–	Sell
2020 Q1	$8K	Buy