CI
Cavalier Investments’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
2,663
-46
| -2% | -$24.6K | 0.43% | 48 |
|
|
2025
Q1 | $1.31M | Sell |
2,709
-4
| -0.1% | -$1.94K | 0.45% | 48 |
|
|
2024
Q4 | $1.44M | Buy |
2,713
+96
| +4% | +$51.1K | 0.48% | 38 |
|
|
2024
Q3 | $1.23M | Buy |
2,617
+138
| +6% | +$64.8K | 0.38% | 57 |
|
|
2024
Q2 | $1.06M | Buy |
2,479
+62
| +3% | +$26.5K | 0.33% | 56 |
|
|
2024
Q1 | $1.06M | Buy |
2,417
+112
| +5% | +$49.1K | 0.39% | 55 |
|
|
2023
Q4 | $876K | Buy |
2,305
+48
| +2% | +$18.2K | 0.32% | 64 |
|
|
2023
Q3 | $744K | Buy |
2,257
+70
| +3% | +$23.1K | 0.29% | 68 |
|
|
2023
Q2 | $726K | Buy |
2,187
+110
| +5% | +$36.5K | 0.26% | 70 |
|
|
2023
Q1 | $637K | Buy |
2,077
+92
| +5% | +$28.2K | 0.26% | 46 |
|
|
2022
Q4 | $618K | Sell |
1,985
-80
| -4% | -$24.9K | 0.22% | 74 |
|
|
2022
Q3 | $520K | Sell |
2,065
-142
| -6% | -$35.8K | 0.19% | 85 |
|
|
2022
Q2 | $525K | Buy |
2,207
+30
| +1% | +$7.14K | 0.18% | 90 |
|
|
2022
Q1 | $654K | Buy |
2,177
+146
| +7% | +$43.9K | 0.17% | 96 |
|
|
2021
Q4 | $613K | Buy |
+2,031
| New | +$613K | 0.16% | 91 |
|