Dana Investment 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 | $1.44M | Hold |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $980K | Sell |
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|
2023
Q1 | $981K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $2M | Buy |
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