Laurel Wealth Advisors (North Carolina)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
35,746
+35,565
| +19,649% | +$180K | ﹤0.01% | 442 |
|
|
2025
Q1 | $38K | Hold |
181
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $38.6K | Hold |
181
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $36K | Hold |
181
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $30.1K | Hold |
181
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $34.1K | Hold |
181
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $30.5K | Hold |
181
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $26K | Hold |
181
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $22.8K | Hold |
181
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $21.7K | Hold |
181
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $22.6K | Hold |
181
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $26K | Hold |
181
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $31K | Hold |
181
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $33K | Hold |
181
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $28K | Hold |
181
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $29K | Hold |
181
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $28K | Hold |
181
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $26K | Hold |
181
| – | – | 0.01% | 323 |
|
|
2020
Q4 | $25K | Hold |
181
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $22K | Hold |
181
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $19K | Hold |
181
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $19K | Hold |
181
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $24K | Hold |
181
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $23K | Hold |
181
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $19K | Hold |
181
| – | – | 0.01% | 320 |
|
|
2019
Q1 | $17K | Hold |
181
| – | – | 0.01% | 321 |
|
|
2018
Q4 | $16K | Buy |
+181
| New | +$16K | 0.01% | 310 |
|