Geneos Wealth 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 | $36.1K | Sell |
183
-299
| -62% | -$59.1K | ﹤0.01% | 1738 |
|
|
2025
Q1 | $101K | Buy |
482
+366
| +316% | +$76.8K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $24.7K | Sell |
116
-2
| -2% | -$426 | ﹤0.01% | 1623 |
|
|
2024
Q3 | $23.5K | Buy |
+118
| New | +$23.5K | ﹤0.01% | 1505 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$1.26K | – | 2093 |
|
|
2023
Q2 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 1997 |
|
|
2023
Q1 | $1.2K | Buy |
+10
| New | +$1.2K | ﹤0.01% | 1971 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | -$1K | – | 2399 |
|
|
2018
Q4 | $1K | Sell |
19
-88
| -82% | -$4.63K | ﹤0.01% | 2271 |
|
|
2018
Q3 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 1797 |
|
|
2017
Q1 | – | Sell |
-1,189
| Closed | -$110K | – | 2058 |
|
|
2016
Q4 | $110K | Buy |
1,189
+7
| +0.6% | +$648 | 0.01% | 591 |
|
|
2016
Q3 | $109K | Buy |
1,182
+7
| +0.6% | +$646 | 0.01% | 579 |
|
|
2016
Q2 | $103K | Buy |
1,175
+7
| +0.6% | +$614 | 0.01% | 578 |
|
|
2016
Q1 | $91K | Buy |
+1,168
| New | +$91K | 0.01% | 611 |
|