Arkadios 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 | $1.66M | Sell |
3,106
-5,519
| -64% | -$2.95M | 0.05% | 390 |
|
|
2025
Q1 | $4.18M | Buy |
8,625
+7,352
| +578% | +$3.56M | 0.16% | 148 |
|
|
2024
Q4 | $678K | Buy |
1,273
+6
| +0.5% | +$3.2K | 0.04% | 434 |
|
|
2024
Q3 | $595K | Buy |
1,267
+48
| +4% | +$22.6K | 0.03% | 486 |
|
|
2024
Q2 | $521K | Buy |
1,219
+303
| +33% | +$129K | 0.04% | 460 |
|
|
2024
Q1 | $402K | Buy |
916
+237
| +35% | +$104K | 0.03% | 448 |
|
|
2023
Q4 | $258K | Sell |
679
-27
| -4% | -$10.3K | 0.02% | 571 |
|
|
2023
Q3 | $233K | Buy |
+706
| New | +$233K | 0.02% | 574 |
|
|
2021
Q4 | – | Sell |
-586
| Closed | -$154K | – | 620 |
|
|
2021
Q3 | $154K | Sell |
586
-28
| -5% | -$7.36K | 0.02% | 573 |
|
|
2021
Q2 | $153K | Buy |
614
+131
| +27% | +$32.6K | 0.02% | 601 |
|
|
2021
Q1 | $112K | Buy |
483
+362
| +299% | +$83.9K | 0.02% | 513 |
|
|
2020
Q4 | $23K | Buy |
121
+40
| +49% | +$7.6K | ﹤0.01% | 712 |
|
|
2020
Q3 | $13.8K | Hold |
81
| – | – | 0.01% | 673 |
|
|
2020
Q2 | $12.1K | Sell |
81
-3
| -4% | -$449 | 0.01% | 642 |
|
|
2020
Q1 | $8.61K | Hold |
84
| – | – | 0.01% | 671 |
|
|
2019
Q4 | $15K | Buy |
+84
| New | +$15K | 0.01% | 517 |
|