HB 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	–	Sell	-1,305	Closed	-$274K	–	1146
2025 Q1	$274K	Buy	1,305 +310	+31%	+$65K	﹤0.01%	988
2024 Q4	$212K	Sell	995 -21	-2%	-$4.48K	﹤0.01%	947
2024 Q3	$202K	Buy	+1,016	New	+$202K	﹤0.01%	881