Farther Finance 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 | $338K | Buy |
|
|||||
|
2025
Q2 | $78.9K | Sell |
|
|||||
|
2025
Q1 | $148K | Buy |
|
|||||
|
2024
Q4 | $145K | Buy |
|
|||||
|
2024
Q3 | $64.3K | Buy |
|
|||||
|
2024
Q2 | $48.4K | Buy |
|
|||||
|
2024
Q1 | $18.7K | Buy |
|
|||||
|
2023
Q4 | $15.2K | Buy |
|
|||||
|
2023
Q3 | $5.6K | Sell |
|
|||||
|
2023
Q2 | $5.03K | Sell |
|
|||||
|
2023
Q1 | $6.12K | Sell |
|
|||||
|
2022
Q4 | $6.5K | Buy |
|