Lido 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 | $585K | Sell |
2,960
-157
| -5% | -$31K | ﹤0.01% | 943 |
|
|
2025
Q1 | $654K | Sell |
3,117
-311
| -9% | -$65.2K | ﹤0.01% | 865 |
|
|
2024
Q4 | $731K | Buy |
3,428
+21
| +0.6% | +$4.48K | ﹤0.01% | 811 |
|
|
2024
Q3 | $678K | Buy |
3,407
+2,173
| +176% | +$432K | ﹤0.01% | 772 |
|
|
2024
Q2 | $205K | Buy |
1,234
+5
| +0.4% | +$831 | ﹤0.01% | 1147 |
|
|
2024
Q1 | $231K | Sell |
1,229
-256
| -17% | -$48.2K | ﹤0.01% | 1099 |
|
|
2023
Q4 | $250K | Buy |
+1,485
| New | +$250K | ﹤0.01% | 1009 |
|