B. Riley Wealth Advisors’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 | $884K | Buy |
+1,656
| New | +$884K | 0.04% | 370 |
|
|
2024
Q4 | $1.07M | Sell |
2,014
-493
| -20% | -$263K | 0.04% | 432 |
|
|
2024
Q3 | $1.18M | Sell |
2,507
-612
| -20% | -$288K | 0.03% | 450 |
|
|
2024
Q2 | $1.33M | Sell |
3,119
-1,119
| -26% | -$478K | 0.03% | 448 |
|
|
2024
Q1 | $1.4M | Buy |
4,238
+1,062
| +33% | +$350K | 0.04% | 436 |
|
|
2023
Q4 | $1.21M | Sell |
3,176
-1,062
| -25% | -$403K | 0.03% | 470 |
|
|
2023
Q3 | $1.4M | Buy |
4,238
+598
| +16% | +$197K | 0.04% | 436 |
|
|
2023
Q2 | $1.21M | Buy |
3,640
+37
| +1% | +$12.3K | 0.03% | 503 |
|
|
2023
Q1 | $1.1M | Sell |
3,603
-40
| -1% | -$12.3K | 0.03% | 518 |
|
|
2022
Q4 | $1.13M | Buy |
3,643
+646
| +22% | +$201K | 0.03% | 495 |
|
|
2022
Q3 | $756K | Buy |
2,997
+703
| +31% | +$177K | 0.02% | 600 |
|
|
2022
Q2 | $546K | Buy |
2,294
+18
| +0.8% | +$4.28K | 0.02% | 625 |
|
|
2022
Q1 | $685K | Buy |
2,276
+42
| +2% | +$12.6K | 0.02% | 598 |
|
|
2021
Q4 | $675K | Buy |
2,234
+100
| +5% | +$30.2K | 0.02% | 674 |
|
|
2021
Q3 | $563K | Buy |
2,134
+237
| +12% | +$62.5K | 0.02% | 721 |
|
|
2021
Q2 | $473K | Sell |
1,897
-1,326
| -41% | -$331K | 0.02% | 794 |
|
|
2021
Q1 | $749K | Buy |
3,223
+1,878
| +140% | +$436K | 0.03% | 570 |
|
|
2020
Q4 | $261K | Sell |
1,345
-775
| -37% | -$150K | 0.01% | 830 |
|
|
2020
Q3 | $324K | Buy |
+2,120
| New | +$324K | 0.02% | 696 |
|
|
2020
Q2 | – | Sell |
-4,636
| Closed | -$476K | – | 866 |
|
|
2020
Q1 | $476K | Buy |
4,636
+1,788
| +63% | +$184K | 0.04% | 400 |
|
|
2019
Q4 | $475K | Buy |
2,848
+18
| +0.6% | +$3K | 0.04% | 450 |
|
|
2019
Q3 | $417K | Buy |
2,830
+1,217
| +75% | +$179K | 0.04% | 461 |
|
|
2019
Q2 | $234K | Buy |
+1,613
| New | +$234K | 0.03% | 658 |
|
|
2018
Q1 | – | Sell |
-2,122
| Closed | -$361K | – | 671 |
|
|
2017
Q4 | $361K | Sell |
2,122
-486
| -19% | -$82.7K | 0.05% | 387 |
|
|
2017
Q3 | $389K | Sell |
2,608
-557
| -18% | -$83.1K | 0.06% | 316 |
|
|
2017
Q2 | $406K | Buy |
3,165
+32
| +1% | +$4.11K | 0.07% | 294 |
|
|
2017
Q1 | $408K | Buy |
3,133
+46
| +1% | +$5.99K | 0.08% | 273 |
|
|
2016
Q4 | $345K | Sell |
3,087
-1,091
| -26% | -$122K | 0.07% | 314 |
|
|
2016
Q3 | $419K | Sell |
4,178
-262
| -6% | -$26.3K | 0.08% | 307 |
|
|
2016
Q2 | $400K | Buy |
4,440
+1,126
| +34% | +$101K | 0.08% | 312 |
|
|
2016
Q1 | $312K | Sell |
3,314
-62
| -2% | -$5.84K | 0.07% | 340 |
|
|
2015
Q4 | $360K | Sell |
3,376
-20
| -0.6% | -$2.13K | 0.07% | 310 |
|
|
2015
Q3 | $372K | Sell |
3,396
-187
| -5% | -$20.5K | 0.09% | 292 |
|
|
2015
Q2 | $448K | Buy |
+3,583
| New | +$448K | 0.11% | 231 |
|
|
2015
Q1 | – | Sell |
-1,061
| Closed | -$140 | – | 636 |
|
|
2014
Q4 | $140 | Buy |
+1,061
| New | +$140 | ﹤0.01% | 1542 |
|
|
2014
Q3 | – | Sell |
-1,346
| Closed | -$161K | – | 713 |
|
|
2014
Q2 | $161K | Buy |
+1,346
| New | +$161K | 0.04% | 524 |
|