Johnson Financial Group Inc (Wisconsin)’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	-$434	–	928
2025 Q3	$434	Buy	+2	New	+$406	﹤0.01%	1044
2023 Q1	–	Sell	-40	Closed	-$5K	–	614
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	534
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	537
2022 Q2	$7K	Buy	+40	New	+$7.24K	﹤0.01%	550
2018 Q2	–	Sell	-5	Closed	–	–	540
2018 Q1	$0	Buy	+5	New	+$457	﹤0.01%	562
2017 Q1	–	Sell	-24	Closed	-$2K	–	644
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	635
2016 Q3	$2K	Sell	24 -205	-90%	-$17.9K	﹤0.01%	675
2016 Q2	$20K	Buy	229 +205	+854%	+$17.2K	﹤0.01%	580
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	694
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	731
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	754
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	817
2015 Q1	$1K	Hold	24	–	–	﹤0.01%	807
2014 Q4	$2K	Hold	24	–	–	﹤0.01%	743
2014 Q3	$2K	Buy	+24	New	+$1.57K	﹤0.01%	700