Freedom Investment 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 | $338K | Hold |
1,710
| – | – | 0.03% | 558 |
|
|
2025
Q1 | $359K | Sell |
1,710
-33
| -2% | -$6.92K | 0.03% | 520 |
|
|
2024
Q4 | $372K | Buy |
1,743
+43
| +3% | +$9.17K | 0.03% | 519 |
|
|
2024
Q3 | $338K | Sell |
1,700
-118
| -6% | -$23.5K | 0.03% | 559 |
|
|
2024
Q2 | $302K | Sell |
1,818
-94
| -5% | -$15.6K | 0.02% | 597 |
|
|
2024
Q1 | $360K | Buy |
1,912
+222
| +13% | +$41.8K | 0.03% | 537 |
|
|
2023
Q4 | $285K | Buy |
+1,690
| New | +$285K | 0.02% | 614 |
|
|
2021
Q1 | – | Sell |
-2,557
| Closed | -$348K | – | 838 |
|
|
2020
Q4 | $348K | Buy |
2,557
+425
| +20% | +$57.8K | 0.04% | 436 |
|
|
2020
Q3 | $259K | Sell |
2,132
-546
| -20% | -$66.3K | 0.03% | 447 |
|
|
2020
Q2 | $277K | Sell |
2,678
-169
| -6% | -$17.5K | 0.03% | 422 |
|
|
2020
Q1 | $388K | Buy |
2,847
+347
| +14% | +$47.3K | 0.03% | 411 |
|
|
2019
Q4 | $328K | Sell |
2,500
-217
| -8% | -$28.5K | 0.03% | 460 |
|
|
2019
Q3 | $342K | Buy |
2,717
+323
| +13% | +$40.7K | 0.03% | 462 |
|
|
2019
Q2 | $255K | Buy |
+2,394
| New | +$255K | 0.02% | 572 |
|