Beacon Financial Group’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530K | Sell |
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|
2025
Q2 | $578K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $255K | Buy |
|