Brighton Jones LLC’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 | $966K | Buy |
1,810
+235
| +15% | +$125K | 0.03% | 333 |
|
|
2025
Q1 | $762K | Buy |
1,575
+798
| +103% | +$386K | 0.02% | 301 |
|
|
2024
Q4 | $413K | Buy |
777
+50
| +7% | +$26.6K | 0.01% | 439 |
|
|
2024
Q3 | $342K | Sell |
727
-44
| -6% | -$20.7K | 0.01% | 398 |
|
|
2024
Q2 | $329K | Buy |
771
+94
| +14% | +$40.1K | 0.01% | 456 |
|
|
2024
Q1 | $297K | Buy |
677
+41
| +6% | +$18K | 0.01% | 468 |
|
|
2023
Q4 | $242K | Sell |
636
-110
| -15% | -$41.8K | 0.01% | 492 |
|
|
2023
Q3 | $246K | Buy |
746
+99
| +15% | +$32.6K | 0.01% | 452 |
|
|
2023
Q2 | $215K | Buy |
+647
| New | +$215K | 0.01% | 493 |
|
|
2022
Q2 | – | Sell |
-684
| Closed | -$205K | – | 475 |
|
|
2022
Q1 | $205K | Buy |
+684
| New | +$205K | 0.01% | 473 |
|
|
2016
Q1 | – | Sell |
-2,184
| Closed | -$232K | – | 212 |
|
|
2015
Q4 | $232K | Hold |
2,184
| – | – | 0.05% | 175 |
|
|
2015
Q3 | $238K | Buy |
2,184
+8
| +0.4% | +$872 | 0.05% | 166 |
|
|
2015
Q2 | $272K | Hold |
2,176
| – | – | 0.06% | 146 |
|
|
2015
Q1 | $285K | Sell |
2,176
-21
| -1% | -$2.75K | 0.06% | 143 |
|
|
2014
Q4 | $291K | Sell |
2,197
-1,822
| -45% | -$241K | 0.07% | 150 |
|
|
2014
Q3 | $496K | Sell |
4,019
-10
| -0.2% | -$1.23K | 0.11% | 104 |
|
|
2014
Q2 | $483K | Hold |
4,029
| – | – | 0.11% | 103 |
|
|
2014
Q1 | $443K | Hold |
4,029
| – | – | 0.1% | 106 |
|
|
2013
Q4 | $464K | Buy |
4,029
+10
| +0.2% | +$1.15K | 0.11% | 100 |
|
|
2013
Q3 | $366K | Buy |
+4,019
| New | +$366K | 0.1% | 95 |
|