Summit Securities Group’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72K | Buy |
+34
| New | +$6.72K | ﹤0.01% | 816 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$9K | – | 382 |
|
|
2023
Q2 | $9K | Sell |
70
-32
| -31% | -$4.11K | ﹤0.01% | 649 |
|
|
2023
Q1 | $12K | Buy |
102
+49
| +92% | +$5.77K | ﹤0.01% | 538 |
|
|
2022
Q4 | $7K | Sell |
53
-2,231
| -98% | -$295K | ﹤0.01% | 828 |
|
|
2022
Q3 | $332K | Buy |
2,284
+2,172
| +1,939% | +$316K | 0.02% | 189 |
|
|
2022
Q2 | $19K | Buy |
112
+88
| +367% | +$14.9K | ﹤0.01% | 578 |
|
|
2022
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 744 |
|
|
2015
Q3 | – | Sell |
-731
| Closed | -$49K | – | 297 |
|
|
2015
Q2 | $49K | Buy |
+731
| New | +$49K | 0.02% | 183 |
|