Avior Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-501
| Closed | -$267K | – | 805 |
|
|
2024
Q4 | $267K | Sell |
501
-2
| -0.4% | -$1.07K | 0.01% | 619 |
|
|
2024
Q3 | $237K | Buy |
503
+4
| +0.8% | +$1.88K | 0.01% | 659 |
|
|
2024
Q2 | $213K | Sell |
499
-54
| -10% | -$23.1K | 0.01% | 653 |
|
|
2024
Q1 | $243K | Buy |
553
+128
| +30% | +$56.2K | 0.01% | 653 |
|
|
2023
Q4 | $162K | Sell |
425
-357
| -46% | -$136K | 0.01% | 548 |
|
|
2023
Q3 | $258K | Buy |
782
+3
| +0.4% | +$990 | 0.02% | 475 |
|
|
2023
Q2 | $259K | Buy |
779
+6
| +0.8% | +$1.99K | 0.02% | 472 |
|
|
2023
Q1 | $237K | Buy |
+773
| New | +$237K | 0.02% | 494 |
|
|
2021
Q2 | – | Sell |
-60
| Closed | -$14K | – | 1022 |
|
|
2021
Q1 | $14K | Hold |
60
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 693 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$1K | – | 761 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 735 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 702 |
|
|
2019
Q2 | $1K | Sell |
7
-131
| -95% | -$18.7K | ﹤0.01% | 759 |
|
|
2019
Q1 | $17K | Buy |
+138
| New | +$17K | ﹤0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 774 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 706 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 709 |
|