JFS Wealth 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 | $10.9K | Hold |
55
| – | – | ﹤0.01% | 843 |
|
|
2025
Q1 | $11.5K | Hold |
55
| – | – | ﹤0.01% | 834 |
|
|
2024
Q4 | $11.7K | Hold |
55
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $10.9K | Buy |
55
+2
| +4% | +$398 | ﹤0.01% | 823 |
|
|
2024
Q2 | $8.81K | Hold |
53
| – | – | ﹤0.01% | 836 |
|
|
2024
Q1 | $9.98K | Hold |
53
| – | – | ﹤0.01% | 819 |
|
|
2023
Q4 | $8.93K | Buy |
53
+6
| +13% | +$1.01K | ﹤0.01% | 810 |
|
|
2023
Q3 | $6.75K | Buy |
47
+14
| +42% | +$2.01K | ﹤0.01% | 869 |
|
|
2023
Q2 | $4.15K | Buy |
33
+24
| +267% | +$3.02K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $1.08K | Sell |
9
-23
| -72% | -$2.76K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $4K | Sell |
32
-3
| -9% | -$375 | ﹤0.01% | 1078 |
|
|
2022
Q3 | $5K | Sell |
35
-31
| -47% | -$4.43K | ﹤0.01% | 958 |
|
|
2022
Q2 | $11K | Buy |
66
+26
| +65% | +$4.33K | ﹤0.01% | 729 |
|
|
2022
Q1 | $7K | Buy |
40
+25
| +167% | +$4.38K | ﹤0.01% | 899 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1016 |
|