SHFA
SC&H Financial Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
1,110
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $233K | Hold |
1,110
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $237K | Hold |
1,110
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $221K | Buy |
+1,110
| New | +$221K | 0.05% | 143 |
|
|
2024
Q2 | – | Sell |
-1,110
| Closed | -$209K | – | 145 |
|
|
2024
Q1 | $209K | Buy |
+1,110
| New | +$209K | 0.05% | 140 |
|
|
2022
Q3 | – | Sell |
-1,480
| Closed | -$256K | – | 127 |
|
|
2022
Q2 | $256K | Hold |
1,480
| – | – | 0.12% | 123 |
|
|
2022
Q1 | $269K | Hold |
1,480
| – | – | 0.13% | 128 |
|
|
2021
Q4 | $231K | Buy |
+1,480
| New | +$231K | 0.13% | 141 |
|