OneDigital Investment Advisors’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$386K	Buy	1,956 +26	+1%	+$5.14K	﹤0.01%	1022
2025 Q1	$405K	Buy	1,930 +691	+56%	+$145K	﹤0.01%	942
2024 Q4	$264K	Buy	+1,239	New	+$264K	﹤0.01%	1194