Annex Advisory Services’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-398
| Closed | -$212K | – | 312 |
|
|
2024
Q4 | $212K | Sell |
398
-96
| -19% | -$51.1K | 0.01% | 290 |
|
|
2024
Q3 | $232K | Hold |
494
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $211K | Hold |
494
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $217K | Sell |
494
-68
| -12% | -$29.8K | 0.01% | 263 |
|
|
2023
Q4 | $213K | Buy |
+562
| New | +$213K | 0.01% | 252 |
|