Boston Financial Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $938K | Buy |
1,761
+143
| +9% | +$76.1K | 0.03% | 198 |
|
|
2024
Q3 | $760K | Sell |
1,618
-14
| -0.9% | -$6.58K | 0.02% | 215 |
|
|
2024
Q2 | $697K | Sell |
1,632
-89
| -5% | -$38K | 0.02% | 218 |
|
|
2024
Q1 | $755K | Sell |
1,721
-24
| -1% | -$10.5K | 0.02% | 218 |
|
|
2023
Q4 | $663K | Hold |
1,745
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $575K | Sell |
1,745
-80
| -4% | -$26.4K | 0.02% | 218 |
|
|
2023
Q2 | $606K | Sell |
1,825
-227
| -11% | -$75.4K | 0.02% | 223 |
|
|
2023
Q1 | $629K | Buy |
2,052
+30
| +1% | +$9.2K | 0.02% | 210 |
|
|
2022
Q4 | $630K | Buy |
2,022
+5
| +0.2% | +$1.56K | 0.03% | 214 |
|
|
2022
Q3 | $508K | Buy |
2,017
+46
| +2% | +$11.6K | 0.02% | 214 |
|
|
2022
Q2 | $468K | Buy |
1,971
+281
| +17% | +$66.7K | 0.02% | 210 |
|
|
2022
Q1 | $508K | Buy |
+1,690
| New | +$508K | 0.02% | 204 |
|
|
2021
Q4 | – | Sell |
-2,547
| Closed | -$673K | – | 263 |
|
|
2021
Q3 | $673K | Buy |
2,547
+419
| +20% | +$111K | 0.03% | 163 |
|
|
2021
Q2 | $530K | Hold |
2,128
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $495K | Hold |
2,128
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $414K | Hold |
2,128
| – | – | 0.02% | 181 |
|
|
2020
Q3 | $328K | Hold |
2,128
| – | – | 0.02% | 195 |
|
|
2020
Q2 | $319K | Hold |
2,128
| – | – | 0.02% | 193 |
|
|
2020
Q1 | $218K | Buy |
+2,128
| New | +$218K | 0.01% | 217 |
|