Avantax Advisory Services’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 | $1.96M | Buy |
3,665
+1,086
| +42% | +$580K | 0.01% | 812 |
|
|
2025
Q1 | $1.25M | Buy |
2,579
+158
| +7% | +$76.5K | 0.01% | 973 |
|
|
2024
Q4 | $1.29M | Buy |
2,421
+139
| +6% | +$74K | 0.01% | 928 |
|
|
2024
Q3 | $1.07M | Buy |
2,282
+261
| +13% | +$123K | 0.01% | 982 |
|
|
2024
Q2 | $863K | Buy |
+2,021
| New | +$863K | 0.01% | 1065 |
|
|
2023
Q2 | – | Sell |
-693
| Closed | -$212K | – | 1507 |
|
|
2023
Q1 | $212K | Buy |
+693
| New | +$212K | ﹤0.01% | 1343 |
|