BOK Financial Private Wealth’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 | $6.41K | Sell |
12
-30
| -71% | -$16K | ﹤0.01% | 384 |
|
|
2025
Q1 | $20.3K | Buy |
42
+40
| +2,000% | +$19.4K | ﹤0.01% | 340 |
|
|
2024
Q4 | $1.07K | Buy |
+2
| New | +$1.07K | ﹤0.01% | 502 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$2.15K | – | 363 |
|
|
2023
Q1 | $2.15K | Buy |
+7
| New | +$2.15K | ﹤0.01% | 418 |
|
|
2022
Q2 | – | Sell |
-844
| Closed | -$254K | – | 374 |
|
|
2022
Q1 | $254K | Buy |
844
+125
| +17% | +$37.6K | 0.02% | 265 |
|
|
2021
Q4 | $217K | Sell |
719
-43
| -6% | -$13K | 0.02% | 282 |
|
|
2021
Q3 | $201K | Buy |
+762
| New | +$201K | 0.02% | 235 |
|