Principal Securities’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$914K Sell
4,629
-1,090
-19% -$215K 0.02% 639
2025
Q1
$1.22M Hold
5,719
0.03% 484
2024
Q4
$1.22M Buy
5,719
+528
+10% +$113K 0.03% 482
2024
Q3
$1.03M Buy
5,191
+1,670
+47% +$332K 0.03% 516
2024
Q2
$585K Buy
3,521
+1,371
+64% +$228K 0.02% 647
2024
Q1
$405K Buy
2,150
+1,324
+160% +$249K 0.01% 755
2023
Q4
$139K Buy
+826
New +$139K 0.01% 1071