Colonial Trust’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96K | Buy |
15
+5
| +50% | +$987 | ﹤0.01% | 934 |
|
|
2025
Q1 | $2.1K | Sell |
10
-34
| -77% | -$7.13K | ﹤0.01% | 972 |
|
|
2024
Q4 | $9.38K | Buy |
44
+34
| +340% | +$7.25K | ﹤0.01% | 954 |
|
|
2024
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q2 | $1.67K | Hold |
10
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $1.87K | Sell |
10
-6
| -38% | -$1.12K | ﹤0.01% | 938 |
|
|
2023
Q4 | $2.69K | Sell |
16
-3
| -16% | -$504 | ﹤0.01% | 871 |
|
|
2023
Q3 | $2.61K | Hold |
19
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $2.37K | Hold |
19
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $2.25K | Sell |
19
-101
| -84% | -$12K | ﹤0.01% | 843 |
|
|
2022
Q4 | $15K | Buy |
+120
| New | +$15K | ﹤0.01% | 612 |
|