Bragg Financial Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Sell |
32,707
-219
| -0.7% | -$106K | 0.46% | 86 |
|
|
2025
Q4 | $16.1M | Sell |
32,926
-630
| -2% | -$299K | 0.53% | 73 |
|
|
2025
Q3 | $16.5M | Sell |
33,556
-178
| -0.5% | -$91.2K | 0.55% | 67 |
|
|
2025
Q2 | $18M | Sell |
33,734
-138
| -0.4% | -$68.2K | 0.64% | 56 |
|
|
2025
Q1 | $16.4M | Sell |
33,872
-558
| -2% | -$293K | 0.67% | 54 |
|
|
2024
Q4 | $18.3M | Sell |
34,430
-2,213
| -6% | -$1.18M | 0.74% | 45 |
|
|
2024
Q3 | $17.2M | Sell |
36,643
-405
| -1% | -$176K | 0.71% | 47 |
|
|
2024
Q2 | $15.8M | Sell |
37,048
-1,164
| -3% | -$497K | 0.71% | 48 |
|
|
2024
Q1 | $16.8M | Sell |
38,212
-1,512
| -4% | -$605K | 0.75% | 41 |
|
|
2023
Q4 | $15.1M | Sell |
39,724
-2,055
| -5% | -$705K | 0.72% | 55 |
|
|
2023
Q3 | $13.8M | Sell |
41,779
-3,175
| -7% | -$1.08M | 0.73% | 52 |
|
|
2023
Q2 | $14.9M | Sell |
44,954
-1,611
| -3% | -$495K | 0.82% | 38 |
|
|
2023
Q1 | $14.3M | Sell |
46,565
-846
| -2% | -$277K | 0.84% | 31 |
|
|
2022
Q4 | $14.8M | Sell |
47,411
-3,891
| -8% | -$1.19M | 0.9% | 30 |
|
|
2022
Q3 | $12.9M | Sell |
51,302
-1,431
| -3% | -$377K | 0.89% | 31 |
|
|
2022
Q2 | $12.5M | Sell |
52,733
-477
| -0.9% | -$128K | 0.83% | 39 |
|
|
2022
Q1 | $16M | Sell |
53,210
-3,875
| -7% | -$1.17M | 0.93% | 27 |
|
|
2021
Q4 | $15.1M | Hold |
57,085
| – | – | 0.97% | 27 |
|
|
2021
Q3 | $15.1M | Sell |
57,085
-4,143
| -7% | -$1.08M | 0.97% | 27 |
|
|
2021
Q2 | $15.2M | Sell |
61,228
-1,523
| -2% | -$384K | 0.97% | 29 |
|
|
2021
Q1 | $14.6M | Buy |
62,751
+184
| +0.3% | +$39.8K | 0.98% | 30 |
|
|
2020
Q4 | $12.2M | Buy |
62,567
+409
| +0.7% | +$73.2K | 1.06% | 25 |
|
|
2020
Q3 | $9.58M | Sell |
62,158
-472
| -0.8% | -$72.7K | 0.98% | 35 |
|
|
2020
Q2 | $9.4M | Buy |
62,630
+785
| +1% | +$101K | 1.05% | 30 |
|
|
2020
Q1 | $6.34M | Buy |
61,845
+726
| +1% | +$108K | 0.85% | 42 |
|
|
2019
Q4 | $10.2M | Buy |
61,119
+196
| +0.3% | +$30.4K | 1.14% | 23 |
|
|
2019
Q3 | $8.96M | Buy |
60,923
+577
| +1% | +$80.9K | 1.09% | 24 |
|
|
2019
Q2 | $8.76M | Buy |
60,346
+69
| +0.1% | +$9.97K | 1.08% | 24 |
|
|
2019
Q1 | $7.72M | Buy |
60,277
+891
| +2% | +$111K | 1% | 30 |
|
|
2018
Q4 | $6.2M | Buy |
59,386
+916
| +2% | +$115K | 0.93% | 35 |
|
|
2018
Q3 | $8.63M | Buy |
58,470
+646
| +1% | +$92.4K | 1.16% | 22 |
|
|
2018
Q2 | $8.09M | Buy |
57,824
+926
| +2% | +$131K | 1.15% | 17 |
|
|
2018
Q1 | $8.42M | Buy |
56,898
+16
| +0% | +$2.61K | 1.23% | 14 |
|
|
2017
Q4 | $9.64M | Sell |
56,882
-638
| -1% | -$102K | 1.38% | 7 |
|
|
2017
Q3 | $8.54M | Sell |
57,520
-72
| -0.1% | -$10.1K | 1.31% | 7 |
|
|
2017
Q2 | $7.33M | Buy |
57,592
+206
| +0.4% | +$26.2K | 1.16% | 13 |
|
|
2017
Q1 | $7.44M | Buy |
57,386
+995
| +2% | +$123K | 1.19% | 11 |
|
|
2016
Q4 | $6.26M | Buy |
56,391
+770
| +1% | +$81.3K | 1.03% | 15 |
|
|
2016
Q3 | $5.55M | Buy |
55,621
+968
| +2% | +$93.8K | 0.99% | 18 |
|
|
2016
Q2 | $4.91M | Buy |
54,653
+5,013
| +10% | +$484K | 0.89% | 33 |
|
|
2016
Q1 | $4.67M | Buy |
49,640
+7,955
| +19% | +$713K | 0.9% | 30 |
|
|
2015
Q4 | $4.44M | Buy |
41,685
+1,595
| +4% | +$178K | 0.95% | 27 |
|
|
2015
Q3 | $4.38M | Buy |
40,090
+2,177
| +6% | +$257K | 1.05% | 26 |
|
|
2015
Q2 | $4.74M | Buy |
37,913
+489
| +1% | +$62.3K | 1.08% | 20 |
|
|
2015
Q1 | $4.9M | Buy |
37,424
+2,046
| +6% | +$270K | 1.13% | 19 |
|
|
2014
Q4 | $4.68M | Sell |
35,378
-324
| -0.9% | -$41K | 1.13% | 19 |
|
|
2014
Q3 | $4.41M | Sell |
35,702
-1,586
| -4% | -$195K | 1.11% | 17 |
|
|
2014
Q2 | $4.47M | Sell |
37,288
-874
| -2% | -$97.8K | 1.07% | 19 |
|
|
2014
Q1 | $4.2M | Sell |
38,162
-515
| -1% | -$56.4K | 1.03% | 20 |
|
|
2013
Q4 | $4.45M | Buy |
+38,677
| New | +$3.99M | 1.08% | 17 |
|
Other funds holding AMP
VCM
VPM
N
