Loring Wolcott & Coolidge Fiduciary 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 | – | Sell |
-5
| Closed | -$955 | – | 522 |
|
|
2025
Q1 | $955 | Hold |
5
| – | – | ﹤0.01% | 530 |
|
|
2024
Q4 | $1.08K | Sell |
5
-15
| -75% | -$3.23K | ﹤0.01% | 528 |
|
|
2024
Q3 | $3.9K | Buy |
+20
| New | +$3.9K | ﹤0.01% | 533 |
|
|
2023
Q2 | – | Sell |
-38
| Closed | -$4.56K | – | 633 |
|
|
2023
Q1 | $4.56K | Buy |
+38
| New | +$4.56K | ﹤0.01% | 550 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$3K | – | 309 |
|
|
2020
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 719 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$1K | – | 587 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 572 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 629 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 638 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 679 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 661 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 594 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 687 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 680 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 693 |
|