Applied Finance Capital Management’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1M	Sell	45,254 -487	-1%	-$235K	1.51%	26
2025 Q4	$22.4M	Buy	45,741 +1,654	+4%	+$785K	1.61%	22
2025 Q3	$21.7M	Sell	44,087 -6,233	-12%	-$3.19M	1.54%	27
2025 Q2	$26.9M	Buy	50,320 +5,667	+13%	+$2.8M	1.84%	17
2025 Q1	$21.6M	Sell	44,653 -51,695	-54%	-$27.1M	1.59%	25
2024 Q4	$51.3M	Buy	96,348 +281	+0.3%	+$150K	2.23%	12
2024 Q3	$45.1M	Buy	96,067 +320	+0.3%	+$139K	1.93%	19
2024 Q2	$40.9M	Buy	95,747 +28,418	+42%	+$12.1M	1.89%	17
2024 Q1	$29.5M	Buy	67,329 +7,475	+12%	+$2.99M	2.08%	20
2023 Q4	$22.7M	Buy	59,854 +5,823	+11%	+$2M	1.98%	21
2023 Q3	$17.8M	Buy	54,031 +2,535	+5%	+$865K	1.94%	19
2023 Q2	$17.1M	Buy	51,496 +2,633	+5%	+$809K	1.94%	23
2023 Q1	$15M	Buy	48,863 +423	+0.9%	+$139K	1.86%	23
2022 Q4	$15.1M	Buy	+48,440	New	+$14.8M	1.97%	20