Richardson Financial Services’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29K | Sell |
47
-237
| -83% | -$46.8K | 0.01% | 419 |
|
|
2025
Q1 | $59.6K | Sell |
284
-3
| -1% | -$629 | 0.05% | 226 |
|
|
2024
Q4 | $60.9K | Buy |
287
+86
| +43% | +$18.3K | 0.04% | 237 |
|
|
2024
Q3 | $33.4K | Hold |
201
| – | – | 0.02% | 296 |
|
|
2024
Q2 | $33.4K | Buy |
201
+77
| +62% | +$12.8K | 0.02% | 281 |
|
|
2024
Q1 | $23.3K | Buy |
124
+87
| +235% | +$16.4K | 0.02% | 325 |
|
|
2023
Q4 | $6.23K | Buy |
+37
| New | +$6.23K | 0.01% | 351 |
|