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McElhenny Sheffield Capital Management’s Assurant AIZ Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Sell
2,101
-145
-6% -$28.6K 0.11% 68
2025
Q1 		$471K Sell
2,246
-375
-14% -$78.7K 0.18% 56
2024
Q4 		$559K Buy
+2,621
New +$559K 0.19% 34