Beacon Pointe Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
2,747
-335
| -11% | -$179K | 0.02% | 559 |
|
|
2025
Q1 | $1.49M | Buy |
3,082
+619
| +25% | +$300K | 0.02% | 528 |
|
|
2024
Q4 | $1.31M | Sell |
2,463
-824
| -25% | -$439K | 0.01% | 567 |
|
|
2024
Q3 | $1.54M | Sell |
3,287
-266
| -7% | -$125K | 0.02% | 520 |
|
|
2024
Q2 | $1.52M | Buy |
3,553
+251
| +8% | +$107K | 0.02% | 534 |
|
|
2024
Q1 | $1.45M | Sell |
3,302
-613
| -16% | -$269K | 0.02% | 574 |
|
|
2023
Q4 | $1.49M | Sell |
3,915
-771
| -16% | -$293K | 0.02% | 551 |
|
|
2023
Q3 | $1.54M | Buy |
4,686
+1,149
| +32% | +$379K | 0.02% | 519 |
|
|
2023
Q2 | $1.17M | Sell |
3,537
-313
| -8% | -$104K | 0.02% | 486 |
|
|
2023
Q1 | $1.18M | Buy |
3,850
+776
| +25% | +$238K | 0.02% | 498 |
|
|
2022
Q4 | $957K | Buy |
3,074
+846
| +38% | +$263K | 0.02% | 518 |
|
|
2022
Q3 | $565K | Buy |
2,228
+170
| +8% | +$43.1K | 0.01% | 602 |
|
|
2022
Q2 | $492K | Sell |
2,058
-11,407
| -85% | -$2.73M | 0.01% | 656 |
|
|
2022
Q1 | $4.04M | Buy |
13,465
+9,569
| +246% | +$2.87M | 0.06% | 289 |
|
|
2021
Q4 | $1.18M | Buy |
3,896
+794
| +26% | +$239K | 0.03% | 346 |
|
|
2021
Q3 | $819K | Sell |
3,102
-2,632
| -46% | -$695K | 0.02% | 441 |
|
|
2021
Q2 | $1.43M | Buy |
5,734
+4,562
| +389% | +$1.14M | 0.05% | 276 |
|
|
2021
Q1 | $272K | Buy |
+1,172
| New | +$272K | 0.02% | 405 |
|