GeoWealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,813
| Closed | -$813K | – | 1079 |
|
|
2024
Q4 | $813K | Sell |
3,813
-23
| -0.6% | -$4.9K | 0.03% | 348 |
|
|
2024
Q3 | $763K | Buy |
+3,836
| New | +$763K | 0.03% | 368 |
|
|
2024
Q2 | – | Sell |
-5,642
| Closed | -$1.06M | – | 864 |
|
|
2024
Q1 | $1.06M | Sell |
5,642
-346
| -6% | -$65.1K | 0.04% | 281 |
|
|
2023
Q4 | $1.01M | Buy |
+5,988
| New | +$1.01M | 0.08% | 211 |
|