Arjuna Capital’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,613
| Closed | -$6.2M | – | 111 |
|
|
2025
Q3 | $6.2M | Buy |
12,613
+1,610
| +15% | +$825K | 1.54% | 11 |
|
|
2025
Q2 | $5.87M | Sell |
11,003
-567
| -5% | -$280K | 1.55% | 13 |
|
|
2025
Q1 | $5.6M | Sell |
11,570
-1,310
| -10% | -$687K | 1.55% | 13 |
|
|
2024
Q4 | $6.86M | Sell |
12,880
-610
| -5% | -$326K | 1.82% | 12 |
|
|
2024
Q3 | $6.34M | Buy |
13,490
+3,434
| +34% | +$1.49M | 1.64% | 14 |
|
|
2024
Q2 | $4.3M | Buy |
+10,056
| New | +$4.3M | 1.16% | 26 |
|
|
2024
Q1 | – | Sell |
-8,640
| Closed | -$3.28M | – | 101 |
|
|
2023
Q4 | $3.28M | Buy |
8,640
+285
| +3% | +$97.7K | 1.03% | 31 |
|
|
2023
Q3 | $2.75M | Buy |
8,355
+5,246
| +169% | +$1.79M | 0.99% | 30 |
|
|
2023
Q2 | $1.03M | Buy |
3,109
+84
| +3% | +$25.8K | 0.37% | 72 |
|
|
2023
Q1 | $927K | Buy |
3,025
+117
| +4% | +$38.3K | 0.36% | 75 |
|
|
2022
Q4 | $905K | Buy |
+2,908
| New | +$887K | 0.42% | 63 |
|
|
2022
Q1 | – | Sell |
-9,755
| Closed | -$2.94M | – | 88 |
|
|
2021
Q4 | $2.94M | Buy |
9,755
+327
| +3% | +$96.7K | 1.08% | 28 |
|
|
2021
Q3 | $2.49M | Buy |
9,428
+374
| +4% | +$97.8K | 1.01% | 29 |
|
|
2021
Q2 | $2.25M | Buy |
9,054
+208
| +2% | +$52.4K | 0.97% | 32 |
|
|
2021
Q1 | $2.06M | Buy |
8,846
+316
| +4% | +$68.3K | 1.01% | 31 |
|
|
2020
Q4 | $1.66M | Buy |
8,530
+257
| +3% | +$46K | 0.92% | 36 |
|
|
2020
Q3 | $1.27M | Buy |
8,273
+4,865
| +143% | +$749K | 0.79% | 39 |
|
|
2020
Q2 | $511K | Sell |
3,408
-41
| -1% | -$5.26K | 0.35% | 67 |
|
|
2020
Q1 | $353K | Buy |
3,449
+11
| +0.3% | +$1.63K | 0.29% | 73 |
|
|
2019
Q4 | $573K | Buy |
+3,438
| New | +$533K | 0.41% | 67 |
|
Other funds holding AMP
