Plato Investment 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 | $192K | Hold |
976
| – | – | 0.01% | 404 |
|
|
2025
Q1 | $207K | Hold |
976
| – | – | 0.02% | 391 |
|
|
2024
Q4 | $209K | Sell |
976
-1,719
| -64% | -$368K | 0.02% | 407 |
|
|
2024
Q3 | $535K | Hold |
2,695
| – | – | 0.04% | 310 |
|
|
2024
Q2 | $448K | Buy |
2,695
+2,569
| +2,039% | +$427K | 0.04% | 285 |
|
|
2024
Q1 | $23.7K | Hold |
126
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $21.2K | Buy |
+126
| New | +$21.2K | 0.03% | 311 |
|