Avantax Planning Partners’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 | $265K | Sell |
497
-6
| -1% | -$3.2K | 0.01% | 376 |
|
|
2025
Q1 | $244K | Sell |
503
-10
| -2% | -$4.84K | 0.01% | 373 |
|
|
2024
Q4 | $273K | Sell |
513
-3
| -0.6% | -$1.6K | 0.01% | 350 |
|
|
2024
Q3 | $242K | Sell |
516
-3
| -0.6% | -$1.41K | 0.01% | 377 |
|
|
2024
Q2 | $222K | Sell |
519
-35
| -6% | -$15K | 0.01% | 421 |
|
|
2024
Q1 | $243K | Sell |
554
-105
| -16% | -$46K | 0.01% | 406 |
|
|
2023
Q4 | $250K | Sell |
659
-1
| -0.2% | -$380 | 0.01% | 321 |
|
|
2023
Q3 | $218K | Buy |
660
+1
| +0.2% | +$330 | 0.01% | 334 |
|
|
2023
Q2 | $219K | Hold |
659
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $202K | Hold |
659
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $205K | Buy |
+659
| New | +$205K | 0.01% | 351 |
|
|
2018
Q4 | – | Sell |
-136
| Closed | -$20K | – | 320 |
|
|
2018
Q3 | $20K | Buy |
+136
| New | +$20K | ﹤0.01% | 696 |
|
|
2018
Q2 | – | Sell |
-176
| Closed | -$25K | – | 295 |
|
|
2018
Q1 | $25K | Buy |
+176
| New | +$25K | ﹤0.01% | 691 |
|