Mather Group’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 |
-426
| Closed | -$89.4K | – | 635 |
|
|
2025
Q1 | $89.4K | Sell |
426
-13
| -3% | -$2.73K | ﹤0.01% | 767 |
|
|
2024
Q4 | $93.6K | Sell |
439
-21
| -5% | -$4.48K | ﹤0.01% | 755 |
|
|
2024
Q3 | $91.5K | Sell |
460
-134
| -23% | -$26.6K | ﹤0.01% | 755 |
|
|
2024
Q2 | $112K | Buy |
594
+163
| +38% | +$30.7K | ﹤0.01% | 778 |
|
|
2024
Q1 | $72.6K | Buy |
+431
| New | +$72.6K | ﹤0.01% | 788 |
|
|
2022
Q2 | – | Sell |
-1,102
| Closed | -$200K | – | 376 |
|
|
2022
Q1 | $200K | Buy |
+1,102
| New | +$200K | ﹤0.01% | 437 |
|