NorthRock Partners’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Sell
2025
Q2
$815K Sell
2025
Q1
$871K Hold
2024
Q4
$886K Sell
2024
Q3
$826K Sell
2024
Q2
$706K Hold
2024
Q1
$799K Buy
2023
Q4
$677K Buy
2023
Q3
$436K Buy
2023
Q2
$269K Buy