Clifford Swan Investment Counsel’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 | $277K | Sell |
519
-5
| -1% | -$2.67K | 0.01% | 273 |
|
|
2025
Q1 | $254K | Hold |
524
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $279K | Sell |
524
-22
| -4% | -$11.7K | 0.01% | 274 |
|
|
2024
Q3 | $257K | Hold |
546
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $233K | Sell |
546
-36
| -6% | -$15.4K | 0.01% | 285 |
|
|
2024
Q1 | $255K | Sell |
582
-25
| -4% | -$11K | 0.01% | 277 |
|
|
2023
Q4 | $231K | Hold |
607
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $200K | Hold |
607
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $202K | Buy |
+607
| New | +$202K | 0.01% | 294 |
|
|
2022
Q1 | – | Sell |
-728
| Closed | -$220K | – | 325 |
|
|
2021
Q4 | $220K | Sell |
728
-25
| -3% | -$7.56K | 0.01% | 322 |
|
|
2021
Q3 | $230K | Buy |
+753
| New | +$230K | 0.01% | 314 |
|
|
2021
Q2 | – | Sell |
-2,389
| Closed | -$555K | – | 324 |
|
|
2021
Q1 | $555K | Sell |
2,389
-150
| -6% | -$34.8K | 0.02% | 216 |
|
|
2020
Q4 | $493K | Hold |
2,539
| – | – | 0.02% | 221 |
|
|
2020
Q3 | $391K | Sell |
2,539
-150
| -6% | -$23.1K | 0.02% | 233 |
|
|
2020
Q2 | $403K | Hold |
2,689
| – | – | 0.02% | 226 |
|
|
2020
Q1 | $276K | Hold |
2,689
| – | – | 0.02% | 249 |
|
|
2019
Q4 | $448K | Buy |
2,689
+150
| +6% | +$25K | 0.02% | 222 |
|
|
2019
Q3 | $373K | Sell |
2,539
-150
| -6% | -$22K | 0.02% | 230 |
|
|
2019
Q2 | $390K | Buy |
2,689
+67
| +3% | +$9.72K | 0.02% | 227 |
|
|
2019
Q1 | $336K | Hold |
2,622
| – | – | 0.02% | 241 |
|
|
2018
Q4 | $274K | Hold |
2,622
| – | – | 0.02% | 255 |
|
|
2018
Q3 | $387K | Hold |
2,622
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $367K | Hold |
2,622
| – | – | 0.02% | 237 |
|
|
2018
Q1 | $388K | Hold |
2,622
| – | – | 0.02% | 230 |
|
|
2017
Q4 | $444K | Sell |
2,622
-308
| -11% | -$52.2K | 0.02% | 222 |
|
|
2017
Q3 | $435K | Sell |
2,930
-756
| -21% | -$112K | 0.03% | 221 |
|
|
2017
Q2 | $469K | Buy |
+3,686
| New | +$469K | 0.03% | 218 |
|