IFP Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
530
-106
| -17% | -$28K | ﹤0.01% | 1449 |
|
|
2025
Q1 | $134K | Sell |
636
-313
| -33% | -$65.8K | ﹤0.01% | 1371 |
|
|
2024
Q4 | $203K | Sell |
949
-7
| -0.7% | -$1.5K | 0.01% | 1123 |
|
|
2024
Q3 | $190K | Buy |
956
+939
| +5,524% | +$187K | 0.01% | 1117 |
|
|
2024
Q2 | $2.83K | Hold |
17
| – | – | ﹤0.01% | 2742 |
|
|
2024
Q1 | $3.2K | Buy |
17
+3
| +21% | +$565 | ﹤0.01% | 2582 |
|
|
2023
Q4 | $2.36K | Sell |
14
-40
| -74% | -$6.74K | ﹤0.01% | 2638 |
|
|
2023
Q3 | $7.75K | Hold |
54
| – | – | ﹤0.01% | 2353 |
|
|
2023
Q2 | $6.79K | Sell |
54
-13
| -19% | -$1.63K | ﹤0.01% | 2428 |
|
|
2023
Q1 | $6.31K | Sell |
67
-408
| -86% | -$38.4K | ﹤0.01% | 2480 |
|
|
2022
Q4 | $52K | Buy |
475
+242
| +104% | +$26.5K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $25K | Hold |
233
| – | – | ﹤0.01% | 2886 |
|
|
2022
Q2 | $25K | Hold |
233
| – | – | ﹤0.01% | 2656 |
|
|
2022
Q1 | $25K | Buy |
233
+73
| +46% | +$7.83K | ﹤0.01% | 2656 |
|
|
2021
Q4 | $25K | Buy |
160
+45
| +39% | +$7.03K | ﹤0.01% | 1808 |
|
|
2021
Q3 | $19K | Sell |
115
-1
| -0.9% | -$165 | ﹤0.01% | 1947 |
|
|
2021
Q2 | $17K | Sell |
116
-320
| -73% | -$46.9K | ﹤0.01% | 1991 |
|
|
2021
Q1 | $63K | Buy |
436
+321
| +279% | +$46.4K | ﹤0.01% | 1356 |
|
|
2020
Q4 | $16K | Sell |
115
-4
| -3% | -$557 | ﹤0.01% | 1856 |
|
|
2020
Q3 | $14K | Sell |
119
-50
| -30% | -$5.88K | ﹤0.01% | 1770 |
|
|
2020
Q2 | $16K | Buy |
169
+8
| +5% | +$757 | ﹤0.01% | 1627 |
|
|
2020
Q1 | $15K | Buy |
161
+92
| +133% | +$8.57K | ﹤0.01% | 1580 |
|
|
2019
Q4 | $9K | Hold |
69
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q3 | $9K | Buy |
+69
| New | +$9K | ﹤0.01% | 2110 |
|
|
2019
Q1 | $7K | Sell |
86
-142
| -62% | -$11.6K | ﹤0.01% | 1743 |
|
|
2018
Q4 | $20K | Sell |
228
-17
| -7% | -$1.49K | ﹤0.01% | 2101 |
|
|
2018
Q3 | $26K | Hold |
245
| – | – | ﹤0.01% | 2281 |
|
|
2018
Q2 | $25K | Buy |
245
+199
| +433% | +$20.3K | ﹤0.01% | 2298 |
|
|
2018
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 3133 |
|
|
2017
Q4 | $5K | Sell |
46
-545
| -92% | -$59.2K | ﹤0.01% | 3130 |
|
|
2017
Q3 | $56K | Hold |
591
| – | – | ﹤0.01% | 1910 |
|
|
2017
Q2 | $61K | Buy |
591
+469
| +384% | +$48.4K | ﹤0.01% | 1811 |
|
|
2017
Q1 | $12K | Sell |
122
-5
| -4% | -$492 | ﹤0.01% | 2765 |
|
|
2016
Q4 | $12K | Hold |
127
| – | – | ﹤0.01% | 2756 |
|
|
2016
Q3 | $12K | Sell |
127
-63
| -33% | -$5.95K | ﹤0.01% | 2681 |
|
|
2016
Q2 | $16K | Buy |
190
+104
| +121% | +$8.76K | ﹤0.01% | 2463 |
|
|
2016
Q1 | $7K | Sell |
86
-608
| -88% | -$49.5K | ﹤0.01% | 1743 |
|
|
2015
Q4 | $56K | Buy |
+694
| New | +$56K | ﹤0.01% | 1527 |
|