SOA Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Sell |
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|
2025
Q1 | $7.24K | Hold |
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|
2024
Q4 | $7.35K | Hold |
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|
2024
Q3 | $6.85K | Hold |
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|
2024
Q2 | $5.72K | Sell |
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|
2024
Q1 | $10.2K | Hold |
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|
2023
Q4 | $9.16K | Hold |
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|
2023
Q3 | $7.8K | Hold |
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|
2023
Q2 | $6.82K | Hold |
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|
2023
Q1 | $6.51K | Sell |
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|
2022
Q4 | $9.28K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $119K | Buy |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $39K | Buy |
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