Charles Schwab’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 | $323M | Buy |
605,459
+3,493
| +0.6% | +$1.86M | 0.06% | 278 |
|
|
2025
Q1 | $291M | Sell |
601,966
-351
| -0.1% | -$170K | 0.05% | 283 |
|
|
2024
Q4 | $321M | Buy |
602,317
+5,048
| +0.8% | +$2.69M | 0.06% | 261 |
|
|
2024
Q3 | $281M | Sell |
597,269
-68
| -0% | -$31.9K | 0.05% | 291 |
|
|
2024
Q2 | $255M | Buy |
597,337
+6,118
| +1% | +$2.61M | 0.05% | 309 |
|
|
2024
Q1 | $259M | Buy |
591,219
+6,512
| +1% | +$2.86M | 0.06% | 282 |
|
|
2023
Q4 | $222M | Buy |
584,707
+4,811
| +0.8% | +$1.83M | 0.06% | 296 |
|
|
2023
Q3 | $191M | Sell |
579,896
-2,004
| -0.3% | -$661K | 0.05% | 309 |
|
|
2023
Q2 | $193M | Sell |
581,900
-6,387
| -1% | -$2.12M | 0.06% | 304 |
|
|
2023
Q1 | $180M | Sell |
588,287
-6,095
| -1% | -$1.87M | 0.05% | 308 |
|
|
2022
Q4 | $185M | Buy |
594,382
+2,101
| +0.4% | +$654K | 0.06% | 301 |
|
|
2022
Q3 | $149M | Buy |
592,281
+5,156
| +0.9% | +$1.3M | 0.05% | 325 |
|
|
2022
Q2 | $140M | Sell |
587,125
-4,540
| -0.8% | -$1.08M | 0.05% | 346 |
|
|
2022
Q1 | $178M | Buy |
591,665
+10,271
| +2% | +$3.09M | 0.05% | 324 |
|
|
2021
Q4 | $175M | Buy |
581,394
+1,739
| +0.3% | +$525K | 0.05% | 335 |
|
|
2021
Q3 | $153M | Sell |
579,655
-8,577
| -1% | -$2.27M | 0.05% | 342 |
|
|
2021
Q2 | $146M | Buy |
588,232
+4,692
| +0.8% | +$1.17M | 0.05% | 352 |
|
|
2021
Q1 | $136M | Sell |
583,540
-1,014,352
| -63% | -$236M | 0.05% | 344 |
|
|
2020
Q4 | $311M | Sell |
1,597,892
-70,890
| -4% | -$13.8M | 0.12% | 152 |
|
|
2020
Q3 | $257M | Buy |
1,668,782
+42,311
| +3% | +$6.52M | 0.12% | 158 |
|
|
2020
Q2 | $244M | Buy |
1,626,471
+316,057
| +24% | +$47.4M | 0.12% | 162 |
|
|
2020
Q1 | $134M | Sell |
1,310,414
-58,537
| -4% | -$6M | 0.08% | 241 |
|
|
2019
Q4 | $228M | Sell |
1,368,951
-21,497
| -2% | -$3.58M | 0.12% | 156 |
|
|
2019
Q3 | $205M | Buy |
1,390,448
+103,858
| +8% | +$15.3M | 0.12% | 161 |
|
|
2019
Q2 | $187M | Buy |
1,286,590
+71,812
| +6% | +$10.4M | 0.11% | 167 |
|
|
2019
Q1 | $156M | Buy |
1,214,778
+480,745
| +65% | +$61.6M | 0.1% | 186 |
|
|
2018
Q4 | $76.6M | Sell |
734,033
-11,767
| -2% | -$1.23M | 0.06% | 306 |
|
|
2018
Q3 | $110M | Buy |
745,800
+7,318
| +1% | +$1.08M | 0.07% | 244 |
|
|
2018
Q2 | $103M | Buy |
738,482
+75,507
| +11% | +$10.6M | 0.08% | 247 |
|
|
2018
Q1 | $98.1M | Buy |
662,975
+57,649
| +10% | +$8.53M | 0.08% | 252 |
|
|
2017
Q4 | $103M | Buy |
605,326
+43,694
| +8% | +$7.4M | 0.08% | 234 |
|
|
2017
Q3 | $83.4M | Buy |
561,632
+6,221
| +1% | +$924K | 0.07% | 265 |
|
|
2017
Q2 | $70.7M | Buy |
555,411
+12,242
| +2% | +$1.56M | 0.07% | 285 |
|
|
2017
Q1 | $70.4M | Buy |
543,169
+20,540
| +4% | +$2.66M | 0.07% | 274 |
|
|
2016
Q4 | $58M | Buy |
522,629
+17,873
| +4% | +$1.98M | 0.06% | 298 |
|
|
2016
Q3 | $50.4M | Sell |
504,756
-2,589
| -0.5% | -$258K | 0.06% | 326 |
|
|
2016
Q2 | $45.6M | Buy |
507,345
+4,494
| +0.9% | +$404K | 0.06% | 329 |
|
|
2016
Q1 | $47.3M | Sell |
502,851
-939
| -0.2% | -$88.3K | 0.06% | 307 |
|
|
2015
Q4 | $53.6M | Buy |
503,790
+19,058
| +4% | +$2.03M | 0.07% | 270 |
|
|
2015
Q3 | $52.9M | Buy |
484,732
+8,547
| +2% | +$933K | 0.08% | 253 |
|
|
2015
Q2 | $59.5M | Buy |
476,185
+13,153
| +3% | +$1.64M | 0.08% | 239 |
|
|
2015
Q1 | $60.6M | Buy |
463,032
+15,391
| +3% | +$2.01M | 0.09% | 236 |
|
|
2014
Q4 | $59.2M | Buy |
447,641
+8,898
| +2% | +$1.18M | 0.09% | 226 |
|
|
2014
Q3 | $54.1M | Buy |
438,743
+17,323
| +4% | +$2.14M | 0.09% | 222 |
|
|
2014
Q2 | $50.6M | Sell |
421,420
-266,725
| -39% | -$32M | 0.09% | 231 |
|
|
2014
Q1 | $75.7M | Buy |
688,145
+291,661
| +74% | +$32.1M | 0.14% | 151 |
|
|
2013
Q4 | $45.6M | Sell |
396,484
-5,107
| -1% | -$588K | 0.09% | 222 |
|
|
2013
Q3 | $37M | Buy |
401,591
+5,501
| +1% | +$507K | 0.08% | 249 |
|
|
2013
Q2 | $32.3M | Buy |
+396,090
| New | +$32.3M | 0.07% | 261 |
|