Apella Capital’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 | $306K | Sell |
571
-10
| -2% | -$5.36K | 0.01% | 350 |
|
|
2025
Q1 | $275K | Buy |
581
+23
| +4% | +$10.9K | 0.01% | 319 |
|
|
2024
Q4 | $297K | Buy |
558
+8
| +1% | +$4.26K | 0.01% | 287 |
|
|
2024
Q3 | $264K | Buy |
550
+7
| +1% | +$3.36K | 0.01% | 282 |
|
|
2024
Q2 | $235K | Sell |
543
-28
| -5% | -$12.1K | 0.01% | 285 |
|
|
2024
Q1 | $245K | Buy |
571
+22
| +4% | +$9.45K | 0.01% | 265 |
|
|
2023
Q4 | $208K | Buy |
+549
| New | +$208K | 0.01% | 276 |
|