3Chopt Investment Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
980
+48
| +5% | +$25.6K | 0.13% | 133 |
|
|
2025
Q1 | $451K | Buy |
+932
| New | +$451K | 0.12% | 140 |
|
|
2024
Q3 | – | Sell |
-842
| Closed | -$360K | – | 78 |
|
|
2024
Q2 | $360K | Buy |
+842
| New | +$360K | 0.11% | 148 |
|
|
2024
Q1 | – | Sell |
-1,106
| Closed | -$420K | – | 76 |
|
|
2023
Q4 | $420K | Buy |
+1,106
| New | +$420K | 0.15% | 117 |
|
|
2023
Q3 | – | Sell |
-1,017
| Closed | -$338K | – | 64 |
|
|
2023
Q2 | $338K | Buy |
1,017
+161
| +19% | +$53.5K | 0.17% | 109 |
|
|
2023
Q1 | $262K | Buy |
856
+408
| +91% | +$125K | 0.14% | 126 |
|
|
2022
Q4 | $139K | Buy |
+448
| New | +$139K | 0.08% | 146 |
|