Concorde Asset Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $259K | Sell |
547
-1
| -0.2% | -$473 | 0.14% | 135 |
|
|
2024
Q4 | $292K | Hold |
548
| – | – | 0.15% | 128 |
|
|
2024
Q3 | $257K | Sell |
548
-101
| -16% | -$47.5K | 0.15% | 130 |
|
|
2024
Q2 | $277K | Sell |
649
-23
| -3% | -$9.83K | 0.17% | 110 |
|
|
2024
Q1 | $295K | Buy |
672
+58
| +9% | +$25.4K | 0.2% | 96 |
|
|
2023
Q4 | $233K | Buy |
614
+5
| +0.8% | +$1.9K | 0.16% | 132 |
|
|
2023
Q3 | $201K | Buy |
609
+2
| +0.3% | +$659 | 0.18% | 133 |
|
|
2023
Q2 | $202K | Buy |
+607
| New | +$202K | 0.19% | 118 |
|
|
2022
Q2 | – | Sell |
-777
| Closed | -$233K | – | 113 |
|
|
2022
Q1 | $233K | Hold |
777
| – | – | 0.15% | 133 |
|
|
2021
Q4 | $234K | Sell |
777
-2
| -0.3% | -$602 | 0.14% | 144 |
|
|
2021
Q3 | $206K | Buy |
+779
| New | +$206K | 0.12% | 182 |
|