Harbor Investment Advisory’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
973
+250
| +35% | +$49.4K | 0.02% | 380 |
|
|
2025
Q1 | $152K | Hold |
723
| – | – | 0.01% | 405 |
|
|
2024
Q4 | $154K | Hold |
723
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $144K | Hold |
723
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $120K | Hold |
723
| – | – | 0.01% | 407 |
|
|
2024
Q1 | $136K | Hold |
723
| – | – | 0.01% | 397 |
|
|
2023
Q4 | $122K | Buy |
723
+200
| +38% | +$33.7K | 0.01% | 391 |
|
|
2023
Q3 | $75.1K | Buy |
523
+500
| +2,174% | +$71.8K | 0.01% | 456 |
|
|
2023
Q2 | $2.89K | Hold |
23
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q1 | $2.76K | Buy |
+23
| New | +$2.76K | ﹤0.01% | 1190 |
|