Bailard’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 | $508K | Sell |
951
-3
| -0.3% | -$1.6K | 0.01% | 489 |
|
|
2025
Q1 | $462K | Buy |
954
+2
| +0.2% | +$968 | 0.01% | 480 |
|
|
2024
Q4 | $507K | Hold |
952
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $447K | Sell |
952
-167
| -15% | -$78.5K | 0.01% | 488 |
|
|
2024
Q2 | $478K | Hold |
1,119
| – | – | 0.01% | 461 |
|
|
2024
Q1 | $491K | Hold |
1,119
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $425K | Sell |
1,119
-1,501
| -57% | -$570K | 0.01% | 480 |
|
|
2023
Q3 | $864K | Buy |
2,620
+1,501
| +134% | +$495K | 0.03% | 292 |
|
|
2023
Q2 | $372K | Sell |
1,119
-23
| -2% | -$7.64K | 0.01% | 454 |
|
|
2023
Q1 | $350K | Buy |
1,142
+23
| +2% | +$7.05K | 0.01% | 466 |
|
|
2022
Q4 | $348K | Hold |
1,119
| – | – | 0.01% | 480 |
|
|
2022
Q3 | $282K | Hold |
1,119
| – | – | 0.01% | 478 |
|
|
2022
Q2 | $266K | Sell |
1,119
-8,219
| -88% | -$1.95M | 0.01% | 520 |
|
|
2022
Q1 | $2.81M | Buy |
9,338
+23
| +0.2% | +$6.91K | 0.09% | 175 |
|
|
2021
Q4 | $2.81M | Sell |
9,315
-256
| -3% | -$77.2K | 0.09% | 171 |
|
|
2021
Q3 | $2.53M | Buy |
9,571
+140
| +1% | +$37K | 0.09% | 176 |
|
|
2021
Q2 | $2.35M | Buy |
9,431
+772
| +9% | +$192K | 0.08% | 188 |
|
|
2021
Q1 | $2.01M | Buy |
8,659
+2,316
| +37% | +$538K | 0.07% | 200 |
|
|
2020
Q4 | $1.23M | Buy |
+6,343
| New | +$1.23M | 0.06% | 194 |
|
|
2018
Q4 | – | Sell |
-2,065
| Closed | -$305K | – | 492 |
|
|
2018
Q3 | $305K | Buy |
+2,065
| New | +$305K | 0.02% | 465 |
|