Envestnet Portfolio Solutions’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
$269K Sell
2025
Q2
$293K Sell
2025
Q1
$390K Sell
2024
Q4
$465K Buy
2024
Q3
$327K Buy
2024
Q2
$244K Sell
2024
Q1
$1.03M Buy
2023
Q4
$825K Buy