Capital Advisors Ltd’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 | $11K | Buy |
20
+2
| +11% | +$1.1K | ﹤0.01% | 760 |
|
|
2025
Q1 | $9K | Hold |
18
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $10K | Hold |
18
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $8K | Hold |
18
| – | – | ﹤0.01% | 810 |
|
|
2024
Q2 | $8K | Sell |
18
-1
| -5% | -$444 | ﹤0.01% | 791 |
|
|
2024
Q1 | $8K | Buy |
19
+2
| +12% | +$842 | ﹤0.01% | 754 |
|
|
2023
Q4 | $6K | Hold |
17
| – | – | ﹤0.01% | 778 |
|
|
2023
Q3 | $6K | Hold |
17
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $6K | Hold |
17
| – | – | ﹤0.01% | 775 |
|
|
2023
Q1 | $5K | Hold |
17
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $5K | Sell |
17
-8
| -32% | -$2.35K | ﹤0.01% | 642 |
|
|
2022
Q3 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 594 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 984 |
|
|
2022
Q1 | $1K | Buy |
3
+2
| +200% | +$667 | ﹤0.01% | 669 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 802 |
|
|
2019
Q3 | – | Sell |
-243
| Closed | -$35K | – | 401 |
|
|
2019
Q2 | $35K | Buy |
+243
| New | +$35K | 0.01% | 303 |
|