Cornerstone Planning Group’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.46K Buy
13
+3
+30% +$567 ﹤0.01% 885
2025
Q1
$1.91K Hold
10
﹤0.01% 997
2024
Q4
$2.16K Hold
10
﹤0.01% 779
2024
Q3
$1.94K Hold
10
﹤0.01% 782
2024
Q2
$1.69K Buy
10
+2
+25% +$339 ﹤0.01% 814
2024
Q1
$1.41K Buy
+8
New +$1.41K ﹤0.01% 718