USA Financial Formulas’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,027
-1,029
| -50% | -$203K | 0.03% | 138 |
|
|
2025
Q1 | $431K | Buy |
2,056
+1,194
| +139% | +$250K | 0.07% | 85 |
|
|
2024
Q4 | $184K | Buy |
+862
| New | +$184K | 0.03% | 170 |
|
|
2024
Q3 | – | Sell |
-1,066
| Closed | -$177K | – | 264 |
|
|
2024
Q2 | $177K | Sell |
1,066
-7,262
| -87% | -$1.21M | 0.03% | 177 |
|
|
2024
Q1 | $1.57M | Buy |
8,328
+1,316
| +19% | +$248K | 0.25% | 27 |
|
|
2023
Q4 | $1.18M | Buy |
+7,012
| New | +$1.18M | 0.21% | 57 |
|