Jackson Creek Investment Advisors’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 |
-3,321
| Closed | -$708K | – | 288 |
|
|
2024
Q4 | $708K | Buy |
3,321
+213
| +7% | +$45.4K | 0.21% | 196 |
|
|
2024
Q3 | $618K | Sell |
3,108
-49
| -2% | -$9.74K | 0.18% | 206 |
|
|
2024
Q2 | $525K | Sell |
3,157
-603
| -16% | -$100K | 0.19% | 221 |
|
|
2024
Q1 | $708K | Buy |
3,760
+1,861
| +98% | +$350K | 0.25% | 209 |
|
|
2023
Q4 | $320K | Buy |
+1,899
| New | +$320K | 0.12% | 278 |
|