Ameriprise’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Sell |
19,427
-22,100
| -53% | -$711K | ﹤0.01% | 3500 |
|
|
2025
Q4 | $1.29M | Hold |
41,527
| – | – | ﹤0.01% | 3215 |
|
|
2025
Q3 | $1.13M | Sell |
41,527
-23,800
| -36% | -$635K | ﹤0.01% | 3304 |
|
|
2025
Q2 | $1.68M | Sell |
65,327
-9,318
| -12% | -$233K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $1.86M | Sell |
74,645
-60,573
| -45% | -$1.64M | ﹤0.01% | 2940 |
|
|
2024
Q4 | $3.69M | Buy |
135,218
+23,278
| +21% | +$613K | ﹤0.01% | 2578 |
|
|
2024
Q3 | $2.85M | Buy |
111,940
+34,603
| +45% | +$827K | ﹤0.01% | 2725 |
|
|
2024
Q2 | $1.49M | Buy |
77,337
+35,930
| +87% | +$637K | ﹤0.01% | 2994 |
|
|
2024
Q1 | $779K | Hold |
41,407
| – | – | ﹤0.01% | 3275 |
|
|
2023
Q4 | $882K | Buy |
41,407
+9,755
| +31% | +$174K | ﹤0.01% | 3234 |
|
|
2023
Q3 | $533K | Buy |
31,652
+3,725
| +13% | +$65.5K | ﹤0.01% | 3388 |
|
|
2023
Q2 | $440K | Sell |
27,927
-51,347
| -65% | -$869K | ﹤0.01% | 3488 |
|
|
2023
Q1 | $1.53M | Sell |
79,274
-2,087
| -3% | -$48.9K | ﹤0.01% | 2955 |
|
|
2022
Q4 | $1.98M | Sell |
81,361
-5,172
| -6% | -$127K | ﹤0.01% | 2813 |
|
|
2022
Q3 | $2.08M | Sell |
86,533
-11,544
| -12% | -$300K | ﹤0.01% | 2767 |
|
|
2022
Q2 | $2.55M | Sell |
98,077
-2,538
| -3% | -$70.6K | ﹤0.01% | 2725 |
|
|
2022
Q1 | $3.03M | Sell |
100,615
-640
| -0.6% | -$20.6K | ﹤0.01% | 2730 |
|
|
2021
Q4 | $3.22M | Buy |
101,255
+59,747
| +144% | +$1.91M | ﹤0.01% | 2751 |
|
|
2021
Q3 | $1.27M | Buy |
41,508
+245
| +0.6% | +$7.41K | ﹤0.01% | 3056 |
|
|
2021
Q2 | $1.24M | Sell |
41,263
-2,897
| -7% | -$90.5K | ﹤0.01% | 3132 |
|
|
2021
Q1 | $1.34M | Sell |
44,160
-14,662
| -25% | -$396K | ﹤0.01% | 3018 |
|
|
2020
Q4 | $1.33M | Sell |
58,822
-10,660
| -15% | -$207K | ﹤0.01% | 2962 |
|
|
2020
Q3 | $1.07M | Buy |
69,482
+16,035
| +30% | +$263K | ﹤0.01% | 2941 |
|
|
2020
Q2 | $995K | Sell |
53,447
-20,924
| -28% | -$365K | ﹤0.01% | 2914 |
|
|
2020
Q1 | $1.35M | Buy |
74,371
+10,702
| +17% | +$287K | ﹤0.01% | 2683 |
|
|
2019
Q4 | $2.04M | Sell |
63,669
-6,435
| -9% | -$203K | ﹤0.01% | 2720 |
|
|
2019
Q3 | $2.12M | Sell |
70,104
-1,940
| -3% | -$56.8K | ﹤0.01% | 2669 |
|
|
2019
Q2 | $2.1M | Buy |
72,044
+2,753
| +4% | +$76.7K | ﹤0.01% | 2723 |
|
|
2019
Q1 | $1.88M | Buy |
69,291
+23,211
| +50% | +$653K | ﹤0.01% | 2764 |
|
|
2018
Q4 | $1.18M | Buy |
46,080
+4,675
| +11% | +$133K | ﹤0.01% | 2881 |
|
|
2018
Q3 | $1.3M | Buy |
41,405
+8,596
| +26% | +$278K | ﹤0.01% | 2974 |
|
|
2018
Q2 | $1.08M | Sell |
32,809
-1,441
| -4% | -$46.2K | ﹤0.01% | 2985 |
|
|
2018
Q1 | $1.01M | Buy |
34,250
+223
| +0.7% | +$7K | ﹤0.01% | 2969 |
|
|
2017
Q4 | $1.06M | Buy |
34,027
+3,055
| +10% | +$96K | ﹤0.01% | 2958 |
|
|
2017
Q3 | $892K | Buy |
30,972
+18,247
| +143% | +$515K | ﹤0.01% | 3012 |
|
|
2017
Q2 | $379K | Buy |
+12,725
| New | +$403K | ﹤0.01% | 3340 |
|
|
2016
Q1 | – | Sell |
-229,424
| Closed | -$6.42M | – | 3789 |
|
|
2015
Q4 | $6.42M | Sell |
229,424
-124,278
| -35% | -$3.31M | ﹤0.01% | 1803 |
|
|
2015
Q3 | $8.76M | Sell |
353,702
-368,125
| -51% | -$9.03M | 0.01% | 1568 |
|
|
2015
Q2 | $17.9M | Sell |
721,827
-33,708
| -4% | -$800K | 0.01% | 1093 |
|
|
2015
Q1 | $17.3M | Sell |
755,535
-55,778
| -7% | -$1.29M | 0.01% | 1092 |
|
|
2014
Q4 | $20.4M | Sell |
811,313
-13,378
| -2% | -$326K | 0.01% | 955 |
|
|
2014
Q3 | $18.5M | Buy |
824,691
+99,449
| +14% | +$2.29M | 0.01% | 1013 |
|
|
2014
Q2 | $17M | Buy |
725,242
+251,312
| +53% | +$5.88M | 0.01% | 1139 |
|
|
2014
Q1 | $10.9M | Sell |
473,930
-30,960
| -6% | -$689K | 0.01% | 1435 |
|
|
2013
Q4 | $12.5M | Sell |
504,890
-19,633
| -4% | -$458K | 0.01% | 1327 |
|
|
2013
Q3 | $10.7M | Sell |
524,523
-9,555
| -2% | -$195K | 0.01% | 1417 |
|
|
2013
Q2 | $9.83M | Buy |
+534,078
| New | +$10.4M | 0.01% | 1440 |
|
Other funds holding FISI
PCA
VCM
ACM
