Arete Wealth Advisors’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 | $261K | Buy |
489
+17
| +4% | +$9.07K | 0.02% | 605 |
|
|
2025
Q1 | $229K | Buy |
472
+9
| +2% | +$4.37K | 0.02% | 627 |
|
|
2024
Q4 | $247K | Buy |
+463
| New | +$247K | 0.02% | 621 |
|
|
2020
Q4 | – | Sell |
-2,448
| Closed | -$389K | – | 403 |
|
|
2020
Q3 | $389K | Sell |
2,448
-855
| -26% | -$136K | 0.06% | 255 |
|
|
2020
Q2 | $496K | Sell |
3,303
-308
| -9% | -$46.3K | 0.09% | 219 |
|
|
2020
Q1 | $370K | Sell |
3,611
-185
| -5% | -$19K | 0.07% | 224 |
|
|
2019
Q4 | $632K | Buy |
3,796
+2
| +0.1% | +$333 | 0.11% | 201 |
|
|
2019
Q3 | $558K | Buy |
3,794
+125
| +3% | +$18.4K | 0.11% | 200 |
|
|
2019
Q2 | $533K | Sell |
3,669
-17
| -0.5% | -$2.47K | 0.1% | 210 |
|
|
2019
Q1 | $472K | Buy |
+3,686
| New | +$472K | 0.1% | 218 |
|