Steward Partners Investment Advisory’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Buy |
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|
2025
Q2 | $72.6K | Buy |
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|
2025
Q1 | $60.7K | Sell |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $65.1K | Sell |
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|
2024
Q2 | $70.6K | Sell |
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|
2024
Q1 | $87.8K | Sell |
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|
2023
Q4 | $81.9K | Sell |
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|
2023
Q3 | $130K | Sell |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $58K | Sell |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $50.3K | Sell |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $145K | Buy |
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|
2020
Q2 | $118K | Buy |
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|
2020
Q1 | $106K | Buy |
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|
2019
Q4 | $121K | Buy |
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|
2019
Q3 | $108K | Buy |
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|
2019
Q2 | $89K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $166K | Buy |
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|
2017
Q3 | $154K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
|