Atria Investments’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 | $5.16M | Sell |
9,663
-1,303
| -12% | -$695K | 0.06% | 376 |
|
|
2025
Q1 | $5.31M | Sell |
10,966
-4,994
| -31% | -$2.42M | 0.07% | 351 |
|
|
2024
Q4 | $8.5M | Buy |
15,960
+1,084
| +7% | +$577K | 0.11% | 219 |
|
|
2024
Q3 | $6.99M | Sell |
14,876
-661
| -4% | -$311K | 0.09% | 263 |
|
|
2024
Q2 | $6.64M | Buy |
15,537
+678
| +5% | +$290K | 0.09% | 264 |
|
|
2024
Q1 | $6.5M | Buy |
14,859
+725
| +5% | +$317K | 0.09% | 271 |
|
|
2023
Q4 | $5.36M | Buy |
14,134
+1,075
| +8% | +$407K | 0.08% | 280 |
|
|
2023
Q3 | $4.3M | Sell |
13,059
-588
| -4% | -$193K | 0.08% | 325 |
|
|
2023
Q2 | $4.52M | Buy |
13,647
+1,086
| +9% | +$360K | 0.08% | 286 |
|
|
2023
Q1 | $3.84M | Buy |
12,561
+335
| +3% | +$102K | 0.07% | 325 |
|
|
2022
Q4 | $3.8M | Sell |
12,226
-486
| -4% | -$151K | 0.08% | 316 |
|
|
2022
Q3 | $3.2M | Buy |
12,712
+355
| +3% | +$89.4K | 0.07% | 336 |
|
|
2022
Q2 | $2.94M | Sell |
12,357
-1,641
| -12% | -$390K | 0.06% | 380 |
|
|
2022
Q1 | $4.21M | Buy |
13,998
+2,130
| +18% | +$640K | 0.07% | 321 |
|
|
2021
Q4 | $3.58M | Sell |
11,868
-2,680
| -18% | -$808K | 0.06% | 375 |
|
|
2021
Q3 | $3.84M | Buy |
14,548
+1,612
| +12% | +$426K | 0.07% | 328 |
|
|
2021
Q2 | $3.22M | Buy |
12,936
+2,488
| +24% | +$619K | 0.06% | 355 |
|
|
2021
Q1 | $2.43M | Buy |
10,448
+209
| +2% | +$48.6K | 0.05% | 391 |
|
|
2020
Q4 | $1.99M | Buy |
10,239
+391
| +4% | +$76K | 0.05% | 415 |
|
|
2020
Q3 | $1.52M | Buy |
9,848
+572
| +6% | +$88.2K | 0.05% | 421 |
|
|
2020
Q2 | $1.39M | Sell |
9,276
-2,886
| -24% | -$433K | 0.05% | 406 |
|
|
2020
Q1 | $1.25M | Buy |
12,162
+3,378
| +38% | +$346K | 0.1% | 200 |
|
|
2019
Q4 | $1.46M | Buy |
8,784
+2,600
| +42% | +$433K | 0.04% | 406 |
|
|
2019
Q3 | $910K | Buy |
6,184
+292
| +5% | +$43K | 0.03% | 446 |
|
|
2019
Q2 | $739K | Buy |
+5,892
| New | +$739K | 0.03% | 483 |
|
|
2019
Q1 | – | Sell |
-4,140
| Closed | -$432K | – | 931 |
|
|
2018
Q4 | $432K | Buy |
4,140
+122
| +3% | +$12.7K | 0.02% | 551 |
|
|
2018
Q3 | $593K | Sell |
4,018
-1,346
| -25% | -$199K | 0.02% | 544 |
|
|
2018
Q2 | $750K | Sell |
5,364
-12,918
| -71% | -$1.81M | 0.03% | 437 |
|
|
2018
Q1 | $2.71M | Buy |
18,282
+1,786
| +11% | +$264K | 0.13% | 161 |
|
|
2017
Q4 | $2.8M | Buy |
16,496
+1,232
| +8% | +$209K | 0.14% | 169 |
|
|
2017
Q3 | $2.27M | Buy |
15,264
+3
| +0% | +$446 | 0.12% | 176 |
|
|
2017
Q2 | $1.94M | Sell |
15,261
-194
| -1% | -$24.7K | 0.12% | 185 |
|
|
2017
Q1 | $2M | Buy |
15,455
+2,311
| +18% | +$300K | 0.13% | 179 |
|
|
2016
Q4 | $1.46M | Sell |
13,144
-414
| -3% | -$45.9K | 0.11% | 193 |
|
|
2016
Q3 | $1.35M | Buy |
13,558
+1,180
| +10% | +$118K | 0.12% | 150 |
|
|
2016
Q2 | $1.12M | Buy |
12,378
+1,805
| +17% | +$164K | 0.12% | 153 |
|
|
2016
Q1 | $994K | Buy |
10,573
+2,501
| +31% | +$235K | 0.11% | 145 |
|
|
2015
Q4 | $766K | Buy |
8,072
+1,110
| +16% | +$105K | 0.08% | 175 |
|
|
2015
Q3 | $760K | Sell |
6,962
-123
| -2% | -$13.4K | 0.11% | 141 |
|
|
2015
Q2 | $885K | Sell |
7,085
-1,038
| -13% | -$130K | 0.1% | 146 |
|
|
2015
Q1 | $1.06M | Buy |
8,123
+1,087
| +15% | +$142K | 0.12% | 136 |
|
|
2014
Q4 | $931K | Buy |
7,036
+336
| +5% | +$44.5K | 0.1% | 171 |
|
|
2014
Q3 | $827K | Buy |
6,700
+415
| +7% | +$51.2K | 0.08% | 204 |
|
|
2014
Q2 | $754K | Buy |
6,285
+809
| +15% | +$97.1K | 0.08% | 218 |
|
|
2014
Q1 | $603K | Buy |
5,476
+409
| +8% | +$45K | 0.06% | 256 |
|
|
2013
Q4 | $583K | Buy |
5,067
+90
| +2% | +$10.4K | 0.06% | 267 |
|
|
2013
Q3 | $453K | Buy |
4,977
+123
| +3% | +$11.2K | 0.05% | 296 |
|
|
2013
Q2 | $393K | Buy |
+4,854
| New | +$393K | 0.05% | 234 |
|