BFA
Brendel Financial Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Hold |
2,544
| – | – | 0.76% | 47 |
|
|
2025
Q1 | $1.23M | Hold |
2,544
| – | – | 0.75% | 44 |
|
|
2024
Q4 | $1.36M | Hold |
2,544
| – | – | 0.82% | 42 |
|
|
2024
Q3 | $1.2M | Hold |
2,544
| – | – | 0.68% | 46 |
|
|
2024
Q2 | $1.09M | Buy |
2,544
+10
| +0.4% | +$4.27K | 0.69% | 45 |
|
|
2024
Q1 | $1.11M | Hold |
2,534
| – | – | 1.27% | 27 |
|
|
2023
Q4 | $962K | Hold |
2,534
| – | – | 0.63% | 44 |
|
|
2023
Q3 | $835K | Hold |
2,534
| – | – | 1.24% | 23 |
|
|
2023
Q2 | $842K | Hold |
2,534
| – | – | 1.27% | 23 |
|
|
2023
Q1 | $777K | Hold |
2,534
| – | – | 0.57% | 43 |
|
|
2022
Q4 | $789K | Hold |
2,534
| – | – | 1.58% | 19 |
|
|
2022
Q3 | $638K | Hold |
2,534
| – | – | 1.51% | 19 |
|
|
2022
Q2 | $602K | Hold |
2,534
| – | – | 0.52% | 46 |
|
|
2022
Q1 | $761K | Hold |
2,534
| – | – | 0.41% | 63 |
|
|
2021
Q4 | $764K | Hold |
2,534
| – | – | 0.4% | 61 |
|
|
2021
Q3 | $669K | Hold |
2,534
| – | – | 0.8% | 40 |
|
|
2021
Q2 | $631K | Hold |
2,534
| – | – | 0.35% | 63 |
|
|
2021
Q1 | $589K | Hold |
2,534
| – | – | 0.39% | 59 |
|
|
2020
Q4 | $492K | Hold |
2,534
| – | – | 0.33% | 60 |
|
|
2020
Q3 | $391K | Hold |
2,534
| – | – | 0.31% | 62 |
|
|
2020
Q2 | $380K | Hold |
2,534
| – | – | 0.33% | 66 |
|
|
2020
Q1 | $260K | Hold |
2,534
| – | – | 0.31% | 64 |
|
|
2019
Q4 | $422K | Hold |
2,534
| – | – | 0.36% | 63 |
|
|
2019
Q3 | $373K | Hold |
2,534
| – | – | 0.34% | 64 |
|
|
2019
Q2 | $368K | Hold |
2,534
| – | – | 0.36% | 61 |
|
|
2019
Q1 | $325K | Hold |
2,534
| – | – | 0.29% | 69 |
|
|
2018
Q4 | $264K | Buy |
+2,534
| New | +$264K | 0.3% | 66 |
|