Clearstead Advisors’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 | $2.1M | Buy |
3,940
+135
| +4% | +$72.1K | 0.03% | 310 |
|
|
2025
Q1 | $1.84M | Buy |
3,805
+1,642
| +76% | +$795K | 0.03% | 310 |
|
|
2024
Q4 | $1.15M | Sell |
2,163
-1,577
| -42% | -$840K | 0.02% | 381 |
|
|
2024
Q3 | $1.76M | Buy |
3,740
+8
| +0.2% | +$3.76K | 0.03% | 319 |
|
|
2024
Q2 | $1.59M | Buy |
3,732
+1,330
| +55% | +$568K | 0.03% | 307 |
|
|
2024
Q1 | $1.04M | Sell |
2,402
-15
| -0.6% | -$6.48K | 0.05% | 222 |
|
|
2023
Q4 | $918K | Sell |
2,417
-2,393
| -50% | -$909K | 0.05% | 229 |
|
|
2023
Q3 | $1.59M | Buy |
4,810
+3,428
| +248% | +$1.13M | 0.05% | 241 |
|
|
2023
Q2 | $459K | Sell |
1,382
-111
| -7% | -$36.9K | 0.03% | 302 |
|
|
2023
Q1 | $458K | Buy |
1,493
+76
| +5% | +$23.3K | 0.03% | 278 |
|
|
2022
Q4 | $441K | Buy |
1,417
+35
| +3% | +$10.9K | 0.03% | 274 |
|
|
2022
Q3 | $348K | Buy |
1,382
+39
| +3% | +$9.82K | 0.03% | 281 |
|
|
2022
Q2 | $319K | Hold |
1,343
| – | – | 0.02% | 303 |
|
|
2022
Q1 | $403K | Buy |
1,343
+165
| +14% | +$49.5K | 0.03% | 293 |
|
|
2021
Q4 | $355K | Buy |
1,178
+93
| +9% | +$28K | 0.02% | 303 |
|
|
2021
Q3 | $287K | Buy |
1,085
+124
| +13% | +$32.8K | 0.02% | 317 |
|
|
2021
Q2 | $239K | Buy |
961
+26
| +3% | +$6.47K | 0.02% | 320 |
|
|
2021
Q1 | $217K | Buy |
935
+35
| +4% | +$8.12K | 0.02% | 322 |
|
|
2020
Q4 | $175K | Hold |
900
| – | – | 0.02% | 339 |
|
|
2020
Q3 | $139K | Hold |
900
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $135K | Hold |
900
| – | – | 0.02% | 315 |
|
|
2020
Q1 | $92K | Buy |
+900
| New | +$92K | 0.01% | 337 |
|
|
2018
Q1 | – | Sell |
-1,287
| Closed | -$218K | – | 222 |
|
|
2017
Q4 | $218K | Buy |
+1,287
| New | +$218K | 0.03% | 210 |
|