Castellan Group’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 | – | Sell |
-10,970
| Closed | -$5.31M | – | 36 |
|
|
2025
Q1 | $5.31M | Buy |
10,970
+5,582
| +104% | +$2.7M | 1.49% | 26 |
|
|
2024
Q4 | $2.87M | Sell |
5,388
-478
| -8% | -$255K | 1.24% | 33 |
|
|
2024
Q3 | $2.76M | Sell |
5,866
-250
| -4% | -$117K | 1.16% | 42 |
|
|
2024
Q2 | $2.61M | Buy |
6,116
+310
| +5% | +$132K | 1.24% | 41 |
|
|
2024
Q1 | $2.55M | Sell |
5,806
-217
| -4% | -$95.1K | 1.3% | 39 |
|
|
2023
Q4 | $2.29M | Sell |
6,023
-1,785
| -23% | -$678K | 1.42% | 41 |
|
|
2023
Q3 | $2.57M | Buy |
7,808
+493
| +7% | +$163K | 1.81% | 24 |
|
|
2023
Q2 | $2.43M | Buy |
7,315
+85
| +1% | +$28.2K | 1.55% | 31 |
|
|
2023
Q1 | $2.22M | Sell |
7,230
-95
| -1% | -$29.1K | 1.51% | 40 |
|
|
2022
Q4 | $2.28M | Buy |
+7,325
| New | +$2.28M | 1.59% | 36 |
|
|
2022
Q2 | – | Sell |
-14,585
| Closed | -$4.38M | – | 57 |
|
|
2022
Q1 | $4.38M | Buy |
14,585
+4,370
| +43% | +$1.31M | 3.04% | 3 |
|
|
2021
Q4 | $3.08M | Buy |
10,215
+3,607
| +55% | +$1.09M | 2.13% | 10 |
|
|
2021
Q3 | $1.75M | Sell |
6,608
-1,006
| -13% | -$266K | 0.9% | 46 |
|
|
2021
Q2 | $1.9M | Hold |
7,614
| – | – | 0.79% | 28 |
|
|
2021
Q1 | $1.77M | Hold |
7,614
| – | – | 0.95% | 21 |
|
|
2020
Q4 | $1.48M | Buy |
+7,614
| New | +$1.48M | 1.6% | 14 |
|