CBA
Coastal Bridge Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
+3,595
| New | +$1.92M | 0.16% | 140 |
|
|
2025
Q1 | – | Sell |
-1,497
| Closed | -$797K | – | 265 |
|
|
2024
Q4 | $797K | Buy |
1,497
+2
| +0.1% | +$1.07K | 0.2% | 69 |
|
|
2024
Q3 | $702K | Buy |
1,495
+2
| +0.1% | +$940 | 0.17% | 76 |
|
|
2024
Q2 | $638K | Buy |
1,493
+3
| +0.2% | +$1.28K | 0.16% | 82 |
|
|
2024
Q1 | $653K | Buy |
1,490
+2
| +0.1% | +$877 | 0.15% | 85 |
|
|
2023
Q4 | $565K | Buy |
1,488
+3
| +0.2% | +$1.14K | 0.14% | 87 |
|
|
2023
Q3 | $490K | Buy |
1,485
+3
| +0.2% | +$989 | 0.13% | 93 |
|
|
2023
Q2 | $492K | Buy |
1,482
+3
| +0.2% | +$997 | 0.12% | 92 |
|
|
2023
Q1 | $453K | Sell |
1,479
-12
| -0.8% | -$3.68K | 0.11% | 91 |
|
|
2022
Q4 | $464K | Buy |
1,491
+17
| +1% | +$5.3K | 0.13% | 92 |
|
|
2022
Q3 | $371K | Buy |
1,474
+3
| +0.2% | +$755 | 0.1% | 102 |
|
|
2022
Q2 | $350K | Buy |
1,471
+4
| +0.3% | +$952 | 0.11% | 101 |
|
|
2022
Q1 | $441K | Buy |
1,467
+2
| +0.1% | +$601 | 0.1% | 94 |
|
|
2021
Q4 | $442K | Buy |
1,465
+3
| +0.2% | +$905 | 0.09% | 115 |
|
|
2021
Q3 | $386K | Buy |
1,462
+3
| +0.2% | +$792 | 0.09% | 92 |
|
|
2021
Q2 | $363K | Buy |
1,459
+3
| +0.2% | +$746 | 0.07% | 98 |
|
|
2021
Q1 | $338K | Buy |
1,456
+3
| +0.2% | +$696 | 0.06% | 95 |
|
|
2020
Q4 | $282K | Sell |
1,453
-20
| -1% | -$3.88K | 0.06% | 104 |
|
|
2020
Q3 | $227K | Buy |
1,473
+4
| +0.3% | +$616 | 0.07% | 103 |
|
|
2020
Q2 | $220K | Buy |
+1,469
| New | +$220K | 0.07% | 114 |
|
|
2020
Q1 | – | Sell |
-1,460
| Closed | -$243K | – | 145 |
|
|
2019
Q4 | $243K | Buy |
1,460
+4
| +0.3% | +$666 | 0.06% | 107 |
|
|
2019
Q3 | $214K | Buy |
1,456
+5
| +0.3% | +$735 | 0.07% | 127 |
|
|
2019
Q2 | $211K | Buy |
+1,451
| New | +$211K | 0.06% | 112 |
|
|
2018
Q4 | – | Sell |
-1,459
| Closed | -$215K | – | 130 |
|
|
2018
Q3 | $215K | Buy |
1,459
+4
| +0.3% | +$589 | 0.08% | 118 |
|
|
2018
Q2 | $204K | Buy |
1,455
+4
| +0.3% | +$561 | 0.08% | 120 |
|
|
2018
Q1 | $215K | Buy |
1,451
+2
| +0.1% | +$296 | 0.08% | 114 |
|
|
2017
Q4 | $246K | Buy |
1,449
+3
| +0.2% | +$509 | 0.08% | 100 |
|
|
2017
Q3 | $215K | Buy |
+1,446
| New | +$215K | 0.07% | 106 |
|