Clifford Swan Investment Counsel’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $226K | Hold |
493
| – | – | 0.01% | 317 |
|
|
2026
Q1 | $219K | Sell |
493
-25
| -5% | -$12K | 0.01% | 317 |
|
|
2025
Q4 | $254K | Hold |
518
| – | – | 0.01% | 289 |
|
|
2025
Q3 | $254K | Sell |
518
-1
| -0.2% | -$513 | 0.01% | 293 |
|
|
2025
Q2 | $277K | Sell |
519
-5
| -1% | -$2.47K | 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% | -$10K | 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 | +$187K | 0.01% | 294 |
|
|
2022
Q1 | – | Sell |
-728
| Closed | -$220K | – | 325 |
|
|
2021
Q4 | $220K | Sell |
728
-25
| -3% | -$7.39K | 0.01% | 322 |
|
|
2021
Q3 | $230K | Buy |
+753
| New | +$197K | 0.01% | 314 |
|
|
2021
Q2 | – | Sell |
-2,389
| Closed | -$555K | – | 324 |
|
|
2021
Q1 | $555K | Sell |
2,389
-150
| -6% | -$32.4K | 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% | +$23.2K | 0.02% | 222 |
|
|
2019
Q3 | $373K | Sell |
2,539
-150
| -6% | -$21K | 0.02% | 230 |
|
|
2019
Q2 | $390K | Buy |
2,689
+67
| +3% | +$9.69K | 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% | -$49.4K | 0.02% | 222 |
|
|
2017
Q3 | $435K | Sell |
2,930
-756
| -21% | -$106K | 0.03% | 221 |
|
|
2017
Q2 | $469K | Buy |
+3,686
| New | +$468K | 0.03% | 218 |
|
Other funds holding AMP
Clifford Swan Investment Counsel's AMP Position: Q2 2026 in Review
Clifford Swan Investment Counsel held its Ameriprise Financial (AMP) position steady in Q2 2026 at 493 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #317.
Clifford Swan Investment Counsel first reported a position in AMP in Q2 2017 and has held it in 31 quarters since. The position peaked at $555K in Q1 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Clifford Swan Investment Counsel held 493 shares of Ameriprise Financial worth $226K as of Q2 2026.
- Clifford Swan Investment Counsel left its Ameriprise Financial share count unchanged in Q2 2026.
- Ameriprise Financial made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #317 holding.
- Clifford Swan Investment Counsel first reported a position in Ameriprise Financial in Q2 2017 and has held it in 31 quarters since.
- Clifford Swan Investment Counsel's Ameriprise Financial position peaked at $555K in Q1 2021.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.