Ballentine 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 | $962K | Sell |
1,802
-96
| -5% | -$51.2K | 0.01% | 330 |
|
|
2025
Q1 | $919K | Sell |
1,898
-363
| -16% | -$176K | 0.02% | 310 |
|
|
2024
Q4 | $1.2M | Buy |
2,261
+55
| +2% | +$29.3K | 0.02% | 249 |
|
|
2024
Q3 | $1.04M | Buy |
2,206
+193
| +10% | +$90.7K | 0.02% | 271 |
|
|
2024
Q2 | $860K | Buy |
2,013
+362
| +22% | +$155K | 0.02% | 295 |
|
|
2024
Q1 | $724K | Buy |
1,651
+42
| +3% | +$18.4K | 0.01% | 309 |
|
|
2023
Q4 | $611K | Buy |
1,609
+96
| +6% | +$36.5K | 0.01% | 328 |
|
|
2023
Q3 | $499K | Buy |
1,513
+8
| +0.5% | +$2.64K | 0.01% | 322 |
|
|
2023
Q2 | $500K | Buy |
1,505
+2
| +0.1% | +$664 | 0.01% | 319 |
|
|
2023
Q1 | $461K | Buy |
1,503
+61
| +4% | +$18.7K | 0.01% | 313 |
|
|
2022
Q4 | $449K | Sell |
1,442
-9
| -0.6% | -$2.8K | 0.01% | 298 |
|
|
2022
Q3 | $366K | Buy |
1,451
+200
| +16% | +$50.4K | 0.01% | 299 |
|
|
2022
Q2 | $298K | Sell |
1,251
-27
| -2% | -$6.43K | 0.01% | 326 |
|
|
2022
Q1 | $384K | Buy |
1,278
+52
| +4% | +$15.6K | 0.01% | 302 |
|
|
2021
Q4 | $370K | Buy |
1,226
+65
| +6% | +$19.6K | 0.01% | 328 |
|
|
2021
Q3 | $307K | Buy |
1,161
+14
| +1% | +$3.7K | 0.01% | 314 |
|
|
2021
Q2 | $286K | Buy |
1,147
+2
| +0.2% | +$499 | 0.01% | 326 |
|
|
2021
Q1 | $266K | Sell |
1,145
-77
| -6% | -$17.9K | 0.01% | 317 |
|
|
2020
Q4 | $237K | Sell |
1,222
-680
| -36% | -$132K | 0.01% | 329 |
|
|
2020
Q3 | $292K | Buy |
+1,902
| New | +$292K | 0.01% | 302 |
|