Forum Financial Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,513
+87
| +6% | +$17.2K | ﹤0.01% | 668 |
|
|
2025
Q1 | $299K | Sell |
1,426
-3
| -0.2% | -$629 | 0.01% | 594 |
|
|
2024
Q4 | $305K | Buy |
1,429
+44
| +3% | +$9.38K | 0.01% | 603 |
|
|
2024
Q3 | $275K | Sell |
1,385
-1
| -0.1% | -$199 | ﹤0.01% | 556 |
|
|
2024
Q2 | $230K | Buy |
1,386
+5
| +0.4% | +$831 | ﹤0.01% | 600 |
|
|
2024
Q1 | $260K | Hold |
1,381
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $233K | Buy |
+1,381
| New | +$233K | ﹤0.01% | 572 |
|
|
2022
Q3 | – | Sell |
-1,529
| Closed | -$264K | – | 550 |
|
|
2022
Q2 | $264K | Buy |
1,529
+195
| +15% | +$33.7K | 0.01% | 403 |
|
|
2022
Q1 | $242K | Hold |
1,334
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $208K | Buy |
+1,334
| New | +$208K | 0.01% | 605 |
|