EverSource Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
525
+262
| +100% | +$51.7K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $55.2K | Sell |
263
-101
| -28% | -$21.2K | ﹤0.01% | 1194 |
|
|
2024
Q4 | $77.6K | Buy |
364
+84
| +30% | +$17.9K | ﹤0.01% | 998 |
|
|
2024
Q3 | $55.7K | Buy |
280
+4
| +1% | +$795 | ﹤0.01% | 1023 |
|
|
2024
Q2 | $48.3K | Sell |
276
-67
| -20% | -$11.7K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $59.8K | Sell |
343
-107
| -24% | -$18.7K | ﹤0.01% | 899 |
|
|
2023
Q4 | $75.8K | Buy |
450
+2
| +0.4% | +$337 | 0.01% | 742 |
|
|
2023
Q3 | $64.3K | Hold |
448
| – | – | 0.01% | 726 |
|
|
2023
Q2 | $56.3K | Buy |
448
+26
| +6% | +$3.27K | 0.01% | 795 |
|
|
2023
Q1 | $50.7K | Sell |
422
-16
| -4% | -$1.92K | 0.01% | 791 |
|
|
2022
Q4 | $54.8K | Sell |
438
-145
| -25% | -$18.1K | 0.01% | 730 |
|
|
2022
Q3 | $85K | Buy |
583
+158
| +37% | +$23K | 0.02% | 473 |
|
|
2022
Q2 | $73K | Buy |
425
+3
| +0.7% | +$515 | 0.02% | 477 |
|
|
2022
Q1 | $77K | Buy |
+422
| New | +$77K | 0.02% | 393 |
|