HighTower Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
6,715
+2
| +0% | +$456 | ﹤0.01% | 1918 |
|
|
2025
Q4 | $1.62M | Sell |
6,713
-429
| -6% | -$95.8K | ﹤0.01% | 1799 |
|
|
2025
Q3 | $1.55M | Buy |
7,142
+6,127
| +604% | +$1.24M | ﹤0.01% | 1794 |
|
|
2025
Q2 | $201K | Sell |
1,015
-196
| -16% | -$38.5K | ﹤0.01% | 3283 |
|
|
2025
Q1 | $254K | Sell |
1,211
-179
| -13% | -$37.4K | ﹤0.01% | 3002 |
|
|
2024
Q4 | $296K | Buy |
1,390
+161
| +13% | +$33.5K | ﹤0.01% | 2894 |
|
|
2024
Q3 | $247K | Sell |
1,229
-902
| -42% | -$164K | ﹤0.01% | 2966 |
|
|
2024
Q2 | $348K | Buy |
2,131
+13
| +0.6% | +$2.25K | ﹤0.01% | 2594 |
|
|
2024
Q1 | $412K | Buy |
2,118
+526
| +33% | +$91.6K | ﹤0.01% | 2420 |
|
|
2023
Q4 | $269K | Buy |
1,592
+49
| +3% | +$7.79K | ﹤0.01% | 2787 |
|
|
2023
Q3 | $221K | Buy |
+1,543
| New | +$211K | ﹤0.01% | 2828 |
|
|
2023
Q1 | – | Sell |
-1,876
| Closed | -$245K | – | 3404 |
|
|
2022
Q4 | $245K | Buy |
+1,876
| New | +$250K | ﹤0.01% | 2619 |
|
|
2022
Q2 | – | Sell |
-1,163
| Closed | -$211K | – | 3229 |
|
|
2022
Q1 | $211K | Buy |
+1,163
| New | +$190K | ﹤0.01% | 2814 |
|
|
2021
Q4 | – | Sell |
-1,336
| Closed | -$211K | – | 3287 |
|
|
2021
Q3 | $211K | Buy |
+1,336
| New | +$216K | ﹤0.01% | 2674 |
|
|
2016
Q4 | – | Sell |
-3,893
| Closed | -$359K | – | 1935 |
|
|
2016
Q3 | $359K | Buy |
+3,893
| New | +$340K | ﹤0.01% | 1386 |
|
|
2016
Q2 | – | Sell |
-2,737
| Closed | -$211K | – | 1768 |
|
|
2016
Q1 | $211K | Sell |
2,737
-2,921
| -52% | -$222K | ﹤0.01% | 1782 |
|
|
2015
Q4 | $453K | Buy |
5,658
+344
| +6% | +$28.4K | 0.01% | 1363 |
|
|
2015
Q3 | $421K | Buy |
+5,314
| New | +$397K | 0.01% | 1283 |
|
|
2014
Q1 | – | Sell |
-13,811
| Closed | -$917K | – | 1594 |
|
|
2013
Q4 | $917K | Sell |
13,811
-245
| -2% | -$15K | 0.02% | 732 |
|
|
2013
Q3 | $760K | Buy |
14,056
+5,982
| +74% | +$323K | 0.02% | 701 |
|
|
2013
Q2 | $411K | Buy |
+8,074
| New | +$392K | 0.01% | 873 |
|
Other funds holding AIZ
VCM
VPM
