Clearstead Trust’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 | $36.8K | Buy |
69
+1
| +1% | +$534 | 0.01% | 344 |
|
|
2025
Q1 | $32.9K | Hold |
68
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $36.2K | Hold |
68
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $31.9K | Buy |
68
+14
| +26% | +$6.58K | 0.01% | 277 |
|
|
2024
Q2 | $23.1K | Hold |
54
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $23.7K | Hold |
54
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $20.5K | Sell |
54
-41
| -43% | -$15.6K | 0.01% | 292 |
|
|
2023
Q3 | $31.3K | Buy |
95
+41
| +76% | +$13.5K | 0.01% | 258 |
|
|
2023
Q2 | $17.9K | Hold |
54
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $16.6K | Hold |
54
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $17K | Hold |
54
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $14K | Buy |
+54
| New | +$14K | ﹤0.01% | 273 |
|