BFG
Beacon Financial Group’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,083
+1
| +0.1% | +$534 | 0.06% | 212 |
|
|
2025
Q1 | $524K | Sell |
1,082
-41
| -4% | -$19.9K | 0.06% | 216 |
|
|
2024
Q4 | $598K | Sell |
1,123
-37
| -3% | -$19.7K | 0.06% | 203 |
|
|
2024
Q3 | $545K | Sell |
1,160
-49
| -4% | -$23K | 0.06% | 209 |
|
|
2024
Q2 | $517K | Sell |
1,209
-76
| -6% | -$32.5K | 0.06% | 207 |
|
|
2024
Q1 | $563K | Sell |
1,285
-96
| -7% | -$42.1K | 0.06% | 205 |
|
|
2023
Q4 | $525K | Buy |
1,381
+387
| +39% | +$147K | 0.06% | 212 |
|
|
2023
Q3 | $336K | Buy |
994
+182
| +22% | +$61.5K | 0.05% | 200 |
|
|
2023
Q2 | $269K | Buy |
812
+17
| +2% | +$5.63K | 0.04% | 213 |
|
|
2023
Q1 | $240K | Sell |
795
-24
| -3% | -$7.25K | 0.03% | 212 |
|
|
2022
Q4 | $255K | Buy |
+819
| New | +$255K | 0.03% | 220 |
|