Prestige Wealth Management 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 | $5.33K | Sell |
27
-14
| -34% | -$2.77K | ﹤0.01% | 549 |
|
|
2025
Q1 | $8.6K | Hold |
41
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $8.74K | Hold |
41
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $8.15K | Hold |
41
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $6.82K | Sell |
41
-8
| -16% | -$1.33K | ﹤0.01% | 479 |
|
|
2024
Q1 | $9.23K | Sell |
49
-41
| -46% | -$7.72K | ﹤0.01% | 458 |
|
|
2023
Q4 | $15.2K | Buy |
90
+26
| +41% | +$4.38K | ﹤0.01% | 368 |
|
|
2023
Q3 | $9.19K | Buy |
64
+15
| +31% | +$2.15K | ﹤0.01% | 450 |
|
|
2023
Q2 | $6.16K | Buy |
49
+22
| +81% | +$2.77K | ﹤0.01% | 539 |
|
|
2023
Q1 | $3.24K | Sell |
27
-9
| -25% | -$1.08K | ﹤0.01% | 661 |
|
|
2022
Q4 | $4.5K | Sell |
36
-7
| -16% | -$875 | ﹤0.01% | 637 |
|
|
2022
Q3 | $6K | Buy |
43
+1
| +2% | +$140 | ﹤0.01% | 501 |
|
|
2022
Q2 | $7K | Buy |
42
+19
| +83% | +$3.17K | ﹤0.01% | 487 |
|
|
2022
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 671 |
|
|
2021
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 666 |
|
|
2020
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 605 |
|
|
2020
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 653 |
|
|
2020
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 611 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$2K | – | 506 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 786 |
|