SC&H Financial Advisors’s Assurant AIZ Stock Holding History

SC&H Financial Advisors’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Hold
2025 Q1	$233K	Hold
2024 Q4	$237K	Hold
2024 Q3	$221K	Buy
2024 Q2	–	Sell
2024 Q1	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$256K	Hold
2022 Q1	$269K	Hold
2021 Q4	$231K	Buy