Cary Street Partners Investment Advisory’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 | $399K | Buy |
747
+14
| +2% | +$7.48K | 0.19% | 122 |
|
|
2025
Q1 | $355K | Buy |
733
+8
| +1% | +$3.88K | 0.2% | 128 |
|
|
2024
Q4 | $386K | Sell |
725
-1,524
| -68% | -$812K | 0.25% | 104 |
|
|
2024
Q3 | $1.06M | Buy |
2,249
+58
| +3% | +$27.3K | 0.04% | 358 |
|
|
2024
Q2 | $936K | Buy |
2,191
+24
| +1% | +$10.3K | 0.04% | 351 |
|
|
2024
Q1 | $950K | Sell |
2,167
-167
| -7% | -$73.2K | 0.04% | 348 |
|
|
2023
Q4 | $887K | Buy |
2,334
+561
| +32% | +$213K | 0.04% | 333 |
|
|
2023
Q3 | $585K | Buy |
1,773
+303
| +21% | +$99.9K | 0.03% | 372 |
|
|
2023
Q2 | $488K | Buy |
1,470
+806
| +121% | +$268K | 0.03% | 364 |
|
|
2023
Q1 | $204K | Sell |
664
-10
| -1% | -$3.07K | 0.01% | 465 |
|
|
2022
Q4 | $210K | Buy |
+674
| New | +$210K | 0.02% | 463 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$158K | – | 507 |
|
|
2022
Q2 | $158K | Buy |
+666
| New | +$158K | 0.01% | 456 |
|