Lake Street Advisors Group’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$245K Buy
1,150
+6
+0.5% +$1.28K 0.01% 509
2024
Q3
$228K Buy
+1,144
New +$228K 0.01% 534
2024
Q2
Sell
-1,125
Closed -$212K 625
2024
Q1
$212K Buy
+1,125
New +$212K 0.01% 542