Covestor’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Hold |
361
| – | – | 0.04% | 728 |
|
|
2025
Q1 | $76K | Sell |
361
-90
| -20% | -$18.9K | 0.05% | 641 |
|
|
2024
Q4 | $97K | Sell |
451
-27
| -6% | -$5.81K | 0.06% | 545 |
|
|
2024
Q3 | $95K | Buy |
478
+156
| +48% | +$31K | 0.06% | 544 |
|
|
2024
Q2 | $53K | Sell |
322
-24
| -7% | -$3.95K | 0.03% | 823 |
|
|
2024
Q1 | $65K | Buy |
346
+91
| +36% | +$17.1K | 0.04% | 765 |
|
|
2023
Q4 | $43K | Hold |
255
| – | – | 0.03% | 913 |
|
|
2023
Q3 | $36K | Buy |
255
+1
| +0.4% | +$141 | 0.03% | 891 |
|
|
2023
Q2 | $32K | Buy |
254
+177
| +230% | +$22.3K | 0.02% | 958 |
|
|
2023
Q1 | $9K | Buy |
77
+1
| +1% | +$117 | 0.01% | 1342 |
|
|
2022
Q4 | $10K | Hold |
76
| – | – | 0.01% | 1310 |
|
|
2022
Q3 | $11K | Sell |
76
-3
| -4% | -$434 | 0.01% | 1211 |
|
|
2022
Q2 | $14K | Sell |
79
-181
| -70% | -$32.1K | 0.01% | 1066 |
|
|
2022
Q1 | $47K | Buy |
260
+213
| +453% | +$38.5K | 0.03% | 817 |
|
|
2021
Q4 | $7K | Buy |
+47
| New | +$7K | 0.01% | 1136 |
|