Charter Oak Capital Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $653K | Sell |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $505K | Buy |
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|
2021
Q4 | $499K | Hold |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $384K | Hold |
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|
2020
Q4 | $321K | Buy |
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