Catalyst Financial Partners’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 | $717K | Buy |
1,343
+1
| +0.1% | +$534 | 0.08% | 123 |
|
|
2025
Q1 | $650K | Buy |
1,342
+2
| +0.1% | +$968 | 0.12% | 118 |
|
|
2024
Q4 | $713K | Buy |
1,340
+4
| +0.3% | +$2.13K | 0.13% | 96 |
|
|
2024
Q3 | $628K | Buy |
1,336
+16
| +1% | +$7.52K | 0.12% | 107 |
|
|
2024
Q2 | $564K | Buy |
1,320
+63
| +5% | +$26.9K | 0.12% | 107 |
|
|
2024
Q1 | $518K | Sell |
1,257
-109
| -8% | -$44.9K | 0.13% | 106 |
|
|
2023
Q4 | $519K | Buy |
1,366
+16
| +1% | +$6.08K | 0.15% | 91 |
|
|
2023
Q3 | $445K | Buy |
1,350
+51
| +4% | +$16.8K | 0.14% | 104 |
|
|
2023
Q2 | $431K | Buy |
1,299
+27
| +2% | +$8.97K | 0.15% | 97 |
|
|
2023
Q1 | $390K | Buy |
1,272
+72
| +6% | +$22.1K | 0.17% | 95 |
|
|
2022
Q4 | $374K | Buy |
+1,200
| New | +$374K | 0.19% | 86 |
|