Farther Finance 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 | $78.9K | Sell |
399
-302
| -43% | -$59.7K | ﹤0.01% | 1874 |
|
|
2025
Q1 | $148K | Buy |
701
+22
| +3% | +$4.66K | ﹤0.01% | 1348 |
|
|
2024
Q4 | $145K | Buy |
679
+356
| +110% | +$75.9K | 0.01% | 1147 |
|
|
2024
Q3 | $64.3K | Buy |
323
+33
| +11% | +$6.57K | ﹤0.01% | 1517 |
|
|
2024
Q2 | $48.4K | Buy |
290
+190
| +190% | +$31.7K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $18.7K | Buy |
100
+10
| +11% | +$1.87K | ﹤0.01% | 1516 |
|
|
2023
Q4 | $15.2K | Buy |
90
+51
| +131% | +$8.59K | ﹤0.01% | 1428 |
|
|
2023
Q3 | $5.6K | Sell |
39
-1
| -3% | -$144 | ﹤0.01% | 1489 |
|
|
2023
Q2 | $5.03K | Sell |
40
-11
| -22% | -$1.38K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $6.12K | Sell |
51
-1
| -2% | -$120 | ﹤0.01% | 1266 |
|
|
2022
Q4 | $6.5K | Buy |
+52
| New | +$6.5K | ﹤0.01% | 1084 |
|