Patton Fund Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,153
| New | +$228K | 0.05% | 323 |
|
|
2024
Q3 | – | Sell |
-24,279
| Closed | -$4.04M | – | 77 |
|
|
2024
Q2 | $4.04M | Sell |
24,279
-4,786
| -16% | -$796K | 0.85% | 59 |
|
|
2024
Q1 | $5.47M | Sell |
29,065
-2,876
| -9% | -$541K | 0.99% | 42 |
|
|
2023
Q4 | $5.38M | Buy |
+31,941
| New | +$5.38M | 1.2% | 25 |
|