Menard Financial 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 | $235K | Buy |
+1,192
| New | +$235K | 0.14% | 86 |
|
|
2025
Q1 | – | Sell |
-1,671
| Closed | -$356K | – | 104 |
|
|
2024
Q4 | $356K | Buy |
1,671
+237
| +17% | +$50.5K | 0.21% | 84 |
|
|
2024
Q3 | $285K | Buy |
1,434
+94
| +7% | +$18.7K | 0.19% | 98 |
|
|
2024
Q2 | $223K | Buy |
+1,340
| New | +$223K | 0.16% | 103 |
|