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BFSG LLC’s Ameriprise Financial AMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.74M Buy
5,126
+305
+6% +$163K 0.31% 104
2025
Q1
$2.33M Buy
4,821
+283
+6% +$137K 0.28% 109
2024
Q4
$2.42M Buy
4,538
+61
+1% +$32.5K 0.28% 111
2024
Q3
$2.1M Buy
4,477
+520
+13% +$244K 0.24% 119
2024
Q2
$1.69M Buy
3,957
+2,087
+112% +$892K 0.21% 121
2024
Q1
$820K Buy
1,870
+379
+25% +$166K 0.11% 154
2023
Q4
$566K Buy
+1,491
New +$566K 0.08% 165