United Capital 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 | $340K | Buy |
1,724
+5
| +0.3% | +$987 | ﹤0.01% | 879 |
|
|
2025
Q1 | $360K | Sell |
1,719
-13
| -0.8% | -$2.73K | ﹤0.01% | 830 |
|
|
2024
Q4 | $369K | Sell |
1,732
-65
| -4% | -$13.9K | ﹤0.01% | 813 |
|
|
2024
Q3 | $357K | Sell |
1,797
-62
| -3% | -$12.3K | ﹤0.01% | 820 |
|
|
2024
Q2 | $309K | Sell |
1,859
-13
| -0.7% | -$2.16K | ﹤0.01% | 833 |
|
|
2024
Q1 | $352K | Sell |
1,872
-101
| -5% | -$19K | ﹤0.01% | 826 |
|
|
2023
Q4 | $332K | Buy |
+1,973
| New | +$332K | ﹤0.01% | 832 |
|
|
2020
Q2 | – | Sell |
-2,021
| Closed | -$210K | – | 1182 |
|
|
2020
Q1 | $210K | Sell |
2,021
-1,152
| -36% | -$120K | ﹤0.01% | 1052 |
|
|
2019
Q4 | $416K | Buy |
3,173
+576
| +22% | +$75.5K | ﹤0.01% | 1035 |
|
|
2019
Q3 | $327K | Sell |
2,597
-1,242
| -32% | -$156K | ﹤0.01% | 1046 |
|
|
2019
Q2 | $408K | Sell |
3,839
-773
| -17% | -$82.2K | ﹤0.01% | 1091 |
|
|
2019
Q1 | $437K | Sell |
4,612
-1,257
| -21% | -$119K | ﹤0.01% | 1014 |
|
|
2018
Q4 | $525K | Sell |
5,869
-917
| -14% | -$82K | ﹤0.01% | 904 |
|
|
2018
Q3 | $733K | Sell |
6,786
-200
| -3% | -$21.6K | 0.01% | 857 |
|
|
2018
Q2 | $723K | Sell |
6,986
-109,110
| -94% | -$11.3M | 0.01% | 846 |
|
|
2018
Q1 | $10.6M | Sell |
116,096
-876
| -0.7% | -$80.1K | 0.08% | 276 |
|
|
2017
Q4 | $11.8M | Buy |
116,972
+894
| +0.8% | +$90.1K | 0.09% | 265 |
|
|
2017
Q3 | $11.1M | Sell |
116,078
-166
| -0.1% | -$15.9K | 0.09% | 257 |
|
|
2017
Q2 | $12.1M | Buy |
116,244
+8,918
| +8% | +$925K | 0.11% | 227 |
|
|
2017
Q1 | $10.3M | Buy |
107,326
+2,323
| +2% | +$222K | 0.1% | 256 |
|
|
2016
Q4 | $9.75M | Buy |
105,003
+13,020
| +14% | +$1.21M | 0.09% | 262 |
|
|
2016
Q3 | $8.49M | Buy |
91,983
+8,531
| +10% | +$787K | 0.08% | 297 |
|
|
2016
Q2 | $7.18M | Buy |
83,452
+14,751
| +21% | +$1.27M | 0.07% | 308 |
|
|
2016
Q1 | $5.3M | Buy |
68,701
+2,105
| +3% | +$162K | 0.06% | 321 |
|
|
2015
Q4 | $5.36M | Buy |
66,596
+58,001
| +675% | +$4.67M | 0.06% | 314 |
|
|
2015
Q3 | $679K | Buy |
+8,595
| New | +$679K | 0.01% | 808 |
|
|
2014
Q2 | – | Sell |
-5,325
| Closed | -$346K | – | 780 |
|
|
2014
Q1 | $346K | Buy |
+5,325
| New | +$346K | 0.01% | 742 |
|