Colonial 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
$469K Buy
878
+2
+0.2% +$1.07K 0.07% 183
2025
Q1
$424K Sell
876
-81
-8% -$39.2K 0.07% 188
2024
Q4
$510K Buy
957
+81
+9% +$43.1K 0.08% 176
2024
Q3
$411K Buy
876
+1
+0.1% +$469 0.06% 196
2024
Q2
$377K Sell
875
-11,341
-93% -$4.88M 0.07% 181
2024
Q1
$5.36M Sell
12,216
-500
-4% -$219K 1% 27
2023
Q4
$4.83M Buy
12,716
+11,841
+1,353% +$4.5M 1.01% 26
2023
Q3
$298K Hold
875
0.07% 178
2023
Q2
$290K Buy
+875
New +$290K 0.07% 182