United Capital 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 | $368K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $332K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $327K | Sell |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $437K | Sell |
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|
2018
Q4 | $525K | Sell |
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|
2018
Q3 | $733K | Sell |
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|
2018
Q2 | $723K | Sell |
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|
2018
Q1 | $10.6M | Sell |
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|
2017
Q4 | $11.8M | Buy |
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|
2017
Q3 | $11.1M | Sell |
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|
2017
Q2 | $12.1M | Buy |
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|
2017
Q1 | $10.3M | Buy |
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|
2016
Q4 | $9.75M | Buy |
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|
2016
Q3 | $8.48M | Buy |
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|
2016
Q2 | $7.18M | Buy |
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|
2016
Q1 | $5.3M | Buy |
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|
2015
Q4 | $5.36M | Buy |
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|
2015
Q3 | $679K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $346K | Buy |
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