Tobias Financial Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,200
-223
| -16% | -$44K | 0.04% | 108 |
|
|
2025
Q1 | $298K | Hold |
1,423
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $303K | Buy |
1,423
+223
| +19% | +$47.5K | 0.06% | 88 |
|
|
2024
Q3 | $239K | Buy |
+1,200
| New | +$239K | 0.05% | 96 |
|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$226K | – | 105 |
|
|
2024
Q1 | $226K | Hold |
1,200
| – | – | 0.05% | 91 |
|
|
2023
Q4 | $202K | Buy |
+1,200
| New | +$202K | 0.05% | 90 |
|
|
2023
Q1 | – | Sell |
-3,712
| Closed | -$464K | – | 87 |
|
|
2022
Q4 | $464K | Buy |
3,712
+576
| +18% | +$72K | 0.15% | 64 |
|
|
2022
Q3 | $456K | Buy |
3,136
+100
| +3% | +$14.5K | 0.16% | 61 |
|
|
2022
Q2 | $525K | Sell |
3,036
-1,069
| -26% | -$185K | 0.18% | 59 |
|
|
2022
Q1 | $746K | Buy |
+4,105
| New | +$746K | 0.26% | 50 |
|
|
2021
Q4 | – | Sell |
-4,280
| Closed | -$675K | – | 69 |
|
|
2021
Q3 | $675K | Sell |
4,280
-1,239
| -22% | -$195K | 0.25% | 48 |
|
|
2021
Q2 | $862K | Sell |
5,519
-2
| -0% | -$312 | 0.34% | 44 |
|
|
2021
Q1 | $783K | Buy |
5,521
+827
| +18% | +$117K | 0.33% | 45 |
|
|
2020
Q4 | $639K | Buy |
4,694
+23
| +0.5% | +$3.13K | 0.29% | 46 |
|
|
2020
Q3 | $567K | Buy |
+4,671
| New | +$567K | 0.31% | 46 |
|
|
2020
Q2 | – | Sell |
-2,592
| Closed | -$270K | – | 64 |
|
|
2020
Q1 | $270K | Buy |
2,592
+1,792
| +224% | +$187K | 0.2% | 43 |
|
|
2019
Q4 | $104K | Buy |
+800
| New | +$104K | 0.07% | 67 |
|