SWA
SOA Wealth Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Sell |
8
-26
| -76% | -$4.83K | ﹤0.01% | 732 |
|
|
2025
Q1 | $7.24K | Hold |
34
| – | – | ﹤0.01% | 600 |
|
|
2024
Q4 | $7.35K | Hold |
34
| – | – | ﹤0.01% | 584 |
|
|
2024
Q3 | $6.85K | Hold |
34
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $5.72K | Sell |
34
-20
| -37% | -$3.37K | ﹤0.01% | 595 |
|
|
2024
Q1 | $10.2K | Hold |
54
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $9.16K | Hold |
54
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $7.8K | Hold |
54
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $6.82K | Hold |
54
| – | – | ﹤0.01% | 577 |
|
|
2023
Q1 | $6.51K | Sell |
54
-20
| -27% | -$2.41K | ﹤0.01% | 583 |
|
|
2022
Q4 | $9.28K | Sell |
74
-2
| -3% | -$251 | ﹤0.01% | 532 |
|
|
2022
Q3 | $11K | Sell |
76
-11
| -13% | -$1.59K | ﹤0.01% | 489 |
|
|
2022
Q2 | $15K | Sell |
87
-679
| -89% | -$117K | ﹤0.01% | 428 |
|
|
2022
Q1 | $139K | Hold |
766
| – | – | 0.03% | 202 |
|
|
2021
Q4 | $118K | Hold |
766
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $120K | Sell |
766
-1
| -0.1% | -$157 | 0.03% | 202 |
|
|
2021
Q2 | $119K | Buy |
767
+328
| +75% | +$50.9K | 0.03% | 198 |
|
|
2021
Q1 | $62K | Buy |
439
+131
| +43% | +$18.5K | 0.02% | 243 |
|
|
2020
Q4 | $39K | Buy |
+308
| New | +$39K | 0.01% | 294 |
|