Capital Advisors Ltd’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	$9K	Hold	20	–	–	﹤0.01%	841
2025 Q4	$10K	Hold	20	–	–	﹤0.01%	801
2025 Q3	$10K	Hold	20	–	–	﹤0.01%	794
2025 Q2	$11K	Buy	20 +2	+11%	+$988	﹤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%	-$427	﹤0.01%	791
2024 Q1	$8K	Buy	19 +2	+12%	+$801	﹤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%	-$2.44K	﹤0.01%	642
2022 Q3	$6K	Buy	+25	New	+$6.58K	﹤0.01%	594
2022 Q2	–	Sell	-3	Closed	-$1K	–	984
2022 Q1	$1K	Buy	3 +2	+200%	+$605	﹤0.01%	669
2021 Q4	$0	Buy	+1	New	+$296	﹤0.01%	802
2019 Q3	–	Sell	-243	Closed	-$35K	–	401
2019 Q2	$35K	Buy	+243	New	+$35.1K	0.01%	303