AssetMark Inc’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 | $1.3M | Buy |
2,436
+673
| +38% | +$359K | ﹤0.01% | 864 |
|
2025
Q1 | $853K | Sell |
1,763
-3
| -0.2% | -$1.45K | ﹤0.01% | 892 |
|
2024
Q4 | $940K | Buy |
1,766
+40
| +2% | +$21.3K | ﹤0.01% | 863 |
|
2024
Q3 | $811K | Sell |
1,726
-7
| -0.4% | -$3.29K | ﹤0.01% | 818 |
|
2024
Q2 | $741K | Buy |
1,733
+27
| +2% | +$11.5K | ﹤0.01% | 818 |
|
2024
Q1 | $748K | Buy |
1,706
+20
| +1% | +$8.77K | ﹤0.01% | 772 |
|
2023
Q4 | $640K | Sell |
1,686
-42
| -2% | -$16K | ﹤0.01% | 758 |
|
2023
Q3 | $570K | Buy |
1,728
+93
| +6% | +$30.7K | ﹤0.01% | 733 |
|
2023
Q2 | $543K | Sell |
1,635
-20
| -1% | -$6.64K | ﹤0.01% | 718 |
|
2023
Q1 | $507K | Sell |
1,655
-32
| -2% | -$9.81K | ﹤0.01% | 710 |
|
2022
Q4 | $525K | Buy |
1,687
+590
| +54% | +$184K | ﹤0.01% | 695 |
|
2022
Q3 | $276K | Hold |
1,097
| – | – | ﹤0.01% | 734 |
|
2022
Q2 | $261K | Sell |
1,097
-7
| -0.6% | -$1.67K | ﹤0.01% | 710 |
|
2022
Q1 | $331K | Sell |
1,104
-1
| -0.1% | -$300 | ﹤0.01% | 676 |
|
2021
Q4 | $333K | Sell |
1,105
-22
| -2% | -$6.63K | ﹤0.01% | 614 |
|
2021
Q3 | $298K | Sell |
1,127
-68
| -6% | -$18K | ﹤0.01% | 522 |
|
2021
Q2 | $297K | Sell |
1,195
-74
| -6% | -$18.4K | ﹤0.01% | 530 |
|
2021
Q1 | $295K | Sell |
1,269
-129
| -9% | -$30K | ﹤0.01% | 510 |
|
2020
Q4 | $272K | Sell |
1,398
-33
| -2% | -$6.42K | ﹤0.01% | 507 |
|
2020
Q3 | $221K | Sell |
1,431
-12,039
| -89% | -$1.86M | ﹤0.01% | 508 |
|
2020
Q2 | $2.02M | Buy |
13,470
+11,570
| +609% | +$1.74M | 0.01% | 287 |
|
2020
Q1 | $195K | Sell |
1,900
-199
| -9% | -$20.4K | ﹤0.01% | 497 |
|
2019
Q4 | $350K | Buy |
2,099
+1
| +0% | +$167 | ﹤0.01% | 446 |
|
2019
Q3 | $309K | Sell |
2,098
-1,036
| -33% | -$153K | ﹤0.01% | 421 |
|
2019
Q2 | $455K | Sell |
3,134
-352
| -10% | -$51.1K | ﹤0.01% | 365 |
|
2019
Q1 | $447K | Sell |
3,486
-6,964
| -67% | -$893K | ﹤0.01% | 357 |
|
2018
Q4 | $1.09M | Sell |
10,450
-37,662
| -78% | -$3.93M | 0.01% | 273 |
|
2018
Q3 | $7.1M | Buy |
48,112
+4,734
| +11% | +$699K | 0.06% | 198 |
|
2018
Q2 | $6.07M | Buy |
43,378
+5,229
| +14% | +$731K | 0.06% | 206 |
|
2018
Q1 | $5.64M | Buy |
38,149
+23,696
| +164% | +$3.51M | 0.06% | 207 |
|
2017
Q4 | $2.45M | Buy |
14,453
+9,659
| +201% | +$1.64M | 0.03% | 249 |
|
2017
Q3 | $712K | Buy |
4,794
+661
| +16% | +$98.2K | 0.01% | 323 |
|
2017
Q2 | $526K | Buy |
4,133
+524
| +15% | +$66.7K | 0.01% | 337 |
|
2017
Q1 | $468K | Buy |
3,609
+1
| +0% | +$130 | 0.01% | 338 |
|
2016
Q4 | $400K | Buy |
3,608
+102
| +3% | +$11.3K | 0.01% | 343 |
|
2016
Q3 | $350K | Buy |
3,506
+62
| +2% | +$6.19K | 0.01% | 338 |
|
2016
Q2 | $309K | Sell |
3,444
-5,726
| -62% | -$514K | 0.01% | 348 |
|
2016
Q1 | $862K | Buy |
9,170
+51
| +0.6% | +$4.79K | 0.02% | 279 |
|
2015
Q4 | $971K | Buy |
9,119
+8,356
| +1,095% | +$890K | 0.02% | 280 |
|
2015
Q3 | $83K | Buy |
763
+583
| +324% | +$63.4K | ﹤0.01% | 356 |
|
2015
Q2 | $22K | Buy |
+180
| New | +$22K | ﹤0.01% | 456 |
|