Clearstead Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
1,778
+23
| +1% | +$4.54K | ﹤0.01% | 708 |
|
|
2025
Q1 | $368K | Sell |
1,755
-613
| -26% | -$129K | 0.01% | 653 |
|
|
2024
Q4 | $505K | Sell |
2,368
-89
| -4% | -$19K | 0.01% | 573 |
|
|
2024
Q3 | $489K | Hold |
2,457
| – | – | 0.01% | 578 |
|
|
2024
Q2 | $408K | Buy |
2,457
+2,243
| +1,048% | +$373K | 0.01% | 582 |
|
|
2024
Q1 | $37.7K | Hold |
214
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $36.1K | Buy |
214
+146
| +215% | +$24.6K | ﹤0.01% | 818 |
|
|
2023
Q3 | $9.76K | Buy |
+68
| New | +$9.76K | ﹤0.01% | 1122 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$481 | – | 1376 |
|
|
2023
Q1 | $481 | Buy |
+4
| New | +$481 | ﹤0.01% | 1305 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$1K | – | 1279 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1116 |
|