Bradley Foster & Sargent’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 | $2.61M | Sell |
4,891
-475
| -9% | -$254K | 0.04% | 197 |
|
|
2025
Q1 | $2.6M | Sell |
5,366
-238
| -4% | -$115K | 0.04% | 183 |
|
|
2024
Q4 | $2.98M | Buy |
5,604
+254
| +5% | +$135K | 0.05% | 179 |
|
|
2024
Q3 | $2.51M | Buy |
5,350
+800
| +18% | +$376K | 0.04% | 184 |
|
|
2024
Q2 | $1.94M | Sell |
4,550
-430
| -9% | -$184K | 0.04% | 198 |
|
|
2024
Q1 | $2.18M | Hold |
4,980
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $1.89M | Buy |
4,980
+337
| +7% | +$128K | 0.04% | 206 |
|
|
2023
Q3 | $1.54M | Hold |
4,643
| – | – | 0.03% | 229 |
|
|
2023
Q2 | $1.54M | Buy |
4,643
+193
| +4% | +$64.1K | 0.03% | 229 |
|
|
2023
Q1 | $1.36M | Sell |
4,450
-15
| -0.3% | -$4.6K | 0.03% | 218 |
|
|
2022
Q4 | $1.39M | Hold |
4,465
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $1.13M | Hold |
4,465
| – | – | 0.03% | 219 |
|
|
2022
Q2 | $1.06M | Sell |
4,465
-175
| -4% | -$41.6K | 0.03% | 234 |
|
|
2022
Q1 | $1.39M | Buy |
4,640
+1,445
| +45% | +$434K | 0.03% | 232 |
|
|
2021
Q4 | $964K | Buy |
3,195
+390
| +14% | +$118K | 0.02% | 256 |
|
|
2021
Q3 | $741K | Hold |
2,805
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $698K | Hold |
2,805
| – | – | 0.02% | 269 |
|
|
2021
Q1 | $652K | Sell |
2,805
-50
| -2% | -$11.6K | 0.02% | 265 |
|
|
2020
Q4 | $555K | Hold |
2,855
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $440K | Buy |
+2,855
| New | +$440K | 0.01% | 264 |
|
|
2020
Q1 | $293K | Sell |
2,855
-60
| -2% | -$6.16K | 0.01% | 278 |
|
|
2019
Q4 | $486K | Buy |
2,915
+60
| +2% | +$10K | 0.02% | 268 |
|
|
2019
Q3 | $420K | Hold |
2,855
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $414K | Hold |
2,855
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $366K | Hold |
2,855
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $298K | Sell |
2,855
-885
| -24% | -$92.4K | 0.01% | 293 |
|
|
2018
Q3 | $552K | Hold |
3,740
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $523K | Hold |
3,740
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $553K | Sell |
3,740
-227
| -6% | -$33.6K | 0.02% | 262 |
|
|
2017
Q4 | $672K | Buy |
3,967
+165
| +4% | +$28K | 0.02% | 250 |
|
|
2017
Q3 | $565K | Buy |
3,802
+42
| +1% | +$6.24K | 0.02% | 258 |
|
|
2017
Q2 | $479K | Sell |
3,760
-9
| -0.2% | -$1.15K | 0.02% | 260 |
|
|
2017
Q1 | $489K | Sell |
3,769
-42
| -1% | -$5.45K | 0.02% | 259 |
|
|
2016
Q4 | $423K | Buy |
3,811
+51
| +1% | +$5.66K | 0.02% | 275 |
|
|
2016
Q3 | $375K | Hold |
3,760
| – | – | 0.02% | 279 |
|
|
2016
Q2 | $338K | Sell |
3,760
-80
| -2% | -$7.19K | 0.02% | 278 |
|
|
2016
Q1 | $361K | Hold |
3,840
| – | – | 0.02% | 266 |
|
|
2015
Q4 | $409K | Sell |
3,840
-258
| -6% | -$27.5K | 0.02% | 257 |
|
|
2015
Q3 | $447K | Hold |
4,098
| – | – | 0.02% | 252 |
|
|
2015
Q2 | $512K | Hold |
4,098
| – | – | 0.02% | 258 |
|
|
2015
Q1 | $536K | Hold |
4,098
| – | – | 0.02% | 252 |
|
|
2014
Q4 | $542K | Sell |
4,098
-263
| -6% | -$34.8K | 0.03% | 240 |
|
|
2014
Q3 | $538K | Buy |
4,361
+343
| +9% | +$42.3K | 0.03% | 242 |
|
|
2014
Q2 | $482K | Buy |
4,018
+258
| +7% | +$31K | 0.02% | 249 |
|
|
2014
Q1 | $414K | Sell |
3,760
-197
| -5% | -$21.7K | 0.02% | 261 |
|
|
2013
Q4 | $455K | Buy |
3,957
+147
| +4% | +$16.9K | 0.02% | 258 |
|
|
2013
Q3 | $347K | Sell |
3,810
-95
| -2% | -$8.65K | 0.02% | 264 |
|
|
2013
Q2 | $316K | Buy |
+3,905
| New | +$316K | 0.02% | 263 |
|