MAI Capital Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5K | Buy |
271
+15
| +6% | +$2.96K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $53.7K | Sell |
256
-5
| -2% | -$1.05K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $55.7K | Buy |
+261
| New | +$55.7K | ﹤0.01% | 1620 |
|
|
2020
Q2 | – | Sell |
-1,957
| Closed | -$204K | – | 511 |
|
|
2020
Q1 | $204K | Hold |
1,957
| – | – | 0.01% | 461 |
|
|
2019
Q4 | $257K | Hold |
1,957
| – | – | 0.01% | 478 |
|
|
2019
Q3 | $246K | Buy |
+1,957
| New | +$246K | 0.01% | 439 |
|