Charter Oak Capital Management’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 | $718K | Sell |
1,345
-33
| -2% | -$17.6K | 0.06% | 95 |
|
|
2025
Q1 | $667K | Buy |
1,378
+10
| +0.7% | +$4.84K | 0.06% | 94 |
|
|
2024
Q4 | $729K | Sell |
1,368
-25
| -2% | -$13.3K | 0.07% | 87 |
|
|
2024
Q3 | $654K | Buy |
1,393
+66
| +5% | +$31K | 0.06% | 96 |
|
|
2024
Q2 | $567K | Sell |
1,327
-60
| -4% | -$25.6K | 0.06% | 96 |
|
|
2024
Q1 | $608K | Buy |
1,387
+60
| +5% | +$26.3K | 0.07% | 98 |
|
|
2023
Q4 | $504K | Sell |
1,327
-217
| -14% | -$82.4K | 0.06% | 101 |
|
|
2023
Q3 | $509K | Hold |
1,544
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $513K | Hold |
1,544
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $473K | Sell |
1,544
-83
| -5% | -$25.4K | 0.07% | 106 |
|
|
2022
Q4 | $507K | Hold |
1,627
| – | – | 0.08% | 96 |
|
|
2022
Q3 | $410K | Sell |
1,627
-54
| -3% | -$13.6K | 0.07% | 107 |
|
|
2022
Q2 | $400K | Hold |
1,681
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $505K | Buy |
1,681
+27
| +2% | +$8.11K | 0.06% | 119 |
|
|
2021
Q4 | $499K | Hold |
1,654
| – | – | 0.06% | 120 |
|
|
2021
Q3 | $437K | Hold |
1,654
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $412K | Hold |
1,654
| – | – | 0.05% | 117 |
|
|
2021
Q1 | $384K | Hold |
1,654
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $321K | Buy |
+1,654
| New | +$321K | 0.05% | 126 |
|