Clearstead 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 | $438K | Buy |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $37.7K | Hold |
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|
2023
Q4 | $36.1K | Buy |
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|
2023
Q3 | $9.76K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $481 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Buy |
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