Avalon Investment & Advisory’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $910K | Sell |
2,967
-1,352
| -31% | -$414K | 0.02% | 211 |
|
|
2022
Q4 | $1.35M | Sell |
4,319
-39
| -0.9% | -$12.1K | 0.04% | 183 |
|
|
2022
Q3 | $1.1M | Sell |
4,358
-119
| -3% | -$30K | 0.03% | 194 |
|
|
2022
Q2 | $1.06M | Buy |
4,477
+285
| +7% | +$67.7K | 0.03% | 195 |
|
|
2022
Q1 | $1.26M | Sell |
4,192
-2,122
| -34% | -$637K | 0.03% | 194 |
|
|
2021
Q4 | $1.91M | Sell |
6,314
-1,525
| -19% | -$460K | 0.05% | 174 |
|
|
2021
Q3 | $2.07M | Sell |
7,839
-1,011
| -11% | -$267K | 0.05% | 195 |
|
|
2021
Q2 | $2.2M | Sell |
8,850
-5
| -0.1% | -$1.25K | 0.05% | 191 |
|
|
2021
Q1 | $2.06M | Buy |
8,855
+324
| +4% | +$75.3K | 0.05% | 190 |
|
|
2020
Q4 | $1.66M | Buy |
8,531
+2,141
| +34% | +$416K | 0.03% | 214 |
|
|
2020
Q3 | $985K | Buy |
6,390
+3,318
| +108% | +$511K | 0.02% | 219 |
|
|
2020
Q2 | $461K | Buy |
+3,072
| New | +$461K | 0.01% | 247 |
|
|
2020
Q1 | – | Sell |
-1,235
| Closed | -$206K | – | 305 |
|
|
2019
Q4 | $206K | Buy |
+1,235
| New | +$206K | ﹤0.01% | 320 |
|
|
2019
Q1 | – | Sell |
-91,392
| Closed | -$9.54M | – | 332 |
|
|
2018
Q4 | $9.54M | Buy |
+91,392
| New | +$9.54M | 0.25% | 133 |
|
|
2018
Q1 | – | Sell |
-1,218
| Closed | -$206K | – | 345 |
|
|
2017
Q4 | $206K | Buy |
+1,218
| New | +$206K | 0.01% | 345 |
|
|
2014
Q4 | – | Sell |
-77,449
| Closed | -$9.56M | – | 228 |
|
|
2014
Q3 | $9.56M | Buy |
77,449
+1,887
| +2% | +$233K | 0.48% | 90 |
|
|
2014
Q2 | $9.07M | Buy |
+75,562
| New | +$9.07M | 0.46% | 102 |
|