Tobias Financial 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
Q3 | $266K | Buy |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $675K | Sell |
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|
2021
Q2 | $862K | Sell |
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|
2021
Q1 | $783K | Buy |
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|
2020
Q4 | $639K | Buy |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $104K | Buy |
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