Kestra Private Wealth Services’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,006	Closed	-$211K	–	1609
2025 Q1	$211K	Sell	1,006 -279	-22%	-$58.5K	﹤0.01%	1365
2024 Q4	$274K	Buy	+1,285	New	+$274K	﹤0.01%	1165