Cape Cod Five Cents Savings Bank’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $303K | Hold |
646
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $303K | Hold |
646
| – | – | 0.03% | 159 |
|
|
2024
Q3 | $303K | Hold |
646
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $276K | Hold |
646
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $283K | Hold |
646
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $245K | Sell |
646
-646
| -50% | -$245K | 0.02% | 176 |
|
|
2023
Q3 | $426K | Buy |
1,292
+655
| +103% | +$216K | 0.02% | 180 |
|
|
2023
Q2 | $212K | Buy |
+637
| New | +$212K | 0.02% | 184 |
|
|
2022
Q4 | – | Sell |
-1,137
| Closed | -$286K | – | 197 |
|
|
2022
Q3 | $286K | Hold |
1,137
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $270K | Hold |
1,137
| – | – | 0.03% | 169 |
|
|
2022
Q1 | $342K | Sell |
1,137
-1
| -0.1% | -$301 | 0.03% | 157 |
|
|
2021
Q4 | $343K | Hold |
1,138
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $301K | Buy |
1,138
+1
| +0.1% | +$264 | 0.03% | 155 |
|
|
2021
Q2 | $283K | Buy |
+1,137
| New | +$283K | 0.03% | 160 |
|
|
2018
Q4 | – | Sell |
-1,410
| Closed | -$208K | – | 177 |
|
|
2018
Q3 | $208K | Buy |
+1,410
| New | +$208K | 0.03% | 175 |
|