Ritholtz Wealth 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 | $529K | Sell |
2,680
-2,568
| -49% | -$507K | 0.01% | 626 |
|
|
2025
Q1 | $1.1M | Buy |
5,248
+1,199
| +30% | +$252K | 0.03% | 376 |
|
|
2024
Q4 | $863K | Buy |
4,049
+1,518
| +60% | +$324K | 0.03% | 402 |
|
|
2024
Q3 | $503K | Buy |
2,531
+633
| +33% | +$126K | 0.02% | 549 |
|
|
2024
Q2 | $315K | Buy |
1,898
+544
| +40% | +$90.4K | 0.01% | 641 |
|
|
2024
Q1 | $255K | Buy |
+1,354
| New | +$255K | 0.01% | 681 |
|