Capital Analysts 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 | $424K | Hold |
795
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $385K | Hold |
795
| – | – | 0.01% | 412 |
|
|
2024
Q4 | $423K | Hold |
795
| – | – | 0.02% | 357 |
|
|
2024
Q3 | $373K | Buy |
795
+200
| +34% | +$93.8K | 0.02% | 368 |
|
|
2024
Q2 | $254K | Sell |
595
-208
| -26% | -$88.8K | 0.01% | 425 |
|
|
2024
Q1 | $352K | Hold |
803
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $305K | Hold |
803
| – | – | 0.02% | 370 |
|
|
2023
Q3 | $265K | Hold |
803
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $267K | Hold |
803
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $246K | Hold |
803
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $250K | Hold |
803
| – | – | 0.02% | 371 |
|
|
2022
Q3 | $202K | Hold |
803
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $191K | Hold |
803
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $241K | Buy |
803
+100
| +14% | +$30K | 0.02% | 324 |
|
|
2021
Q4 | $212K | Sell |
703
-80
| -10% | -$24.1K | 0.01% | 337 |
|
|
2021
Q3 | $207K | Sell |
783
-8
| -1% | -$2.12K | 0.01% | 335 |
|
|
2021
Q2 | $197K | Hold |
791
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $184K | Hold |
791
| – | – | 0.01% | 355 |
|
|
2020
Q4 | $154K | Buy |
791
+8
| +1% | +$1.56K | 0.01% | 269 |
|
|
2020
Q3 | $121K | Hold |
783
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $117K | Sell |
783
-63
| -7% | -$9.41K | 0.01% | 262 |
|
|
2020
Q1 | $87K | Hold |
846
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $141K | Hold |
846
| – | – | 0.01% | 264 |
|
|
2019
Q3 | $124K | Hold |
846
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $123K | Hold |
846
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $108K | Hold |
846
| – | – | 0.01% | 258 |
|
|
2018
Q4 | $88K | Hold |
846
| – | – | 0.01% | 252 |
|
|
2018
Q3 | $125K | Buy |
846
+278
| +49% | +$41.1K | 0.01% | 229 |
|
|
2018
Q2 | $79K | Hold |
568
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $84K | Hold |
568
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $96K | Hold |
568
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $84K | Hold |
568
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $72.3K | Hold |
568
| – | – | 0.01% | 274 |
|
|
2017
Q1 | $73.7K | Hold |
568
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $63K | Hold |
568
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $56.7K | Hold |
568
| – | – | 0.01% | 253 |
|
|
2016
Q2 | $51K | Hold |
568
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $53.4K | Sell |
568
-112
| -16% | -$10.5K | 0.01% | 263 |
|
|
2015
Q4 | $72.4K | Sell |
680
-680
| -50% | -$72.4K | 0.01% | 246 |
|
|
2015
Q3 | $148K | Buy |
1,360
+680
| +100% | +$74.2K | 0.03% | 200 |
|
|
2015
Q2 | $85K | Hold |
680
| – | – | 0.02% | 224 |
|
|
2015
Q1 | $89K | Hold |
680
| – | – | 0.02% | 213 |
|
|
2014
Q4 | $89.9K | Hold |
680
| – | – | 0.02% | 201 |
|
|
2014
Q3 | $83.9K | Hold |
680
| – | – | 0.02% | 204 |
|
|
2014
Q2 | $81.6K | Hold |
680
| – | – | 0.02% | 196 |
|
|
2014
Q1 | $74.8K | Hold |
680
| – | – | 0.02% | 194 |
|
|
2013
Q4 | $78.2K | Hold |
680
| – | – | 0.02% | 180 |
|
|
2013
Q3 | $61.9K | Buy |
680
+240
| +55% | +$21.9K | 0.02% | 189 |
|
|
2013
Q2 | $35.6K | Buy |
+440
| New | +$35.6K | 0.01% | 208 |
|