Concourse Financial Group Securities’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 | – | Sell |
-643
| Closed | -$361K | – | 318 |
|
|
2024
Q4 | $361K | Buy |
643
+80
| +14% | +$44.9K | 0.02% | 556 |
|
|
2024
Q3 | $265K | Buy |
563
+48
| +9% | +$22.6K | 0.02% | 624 |
|
|
2024
Q2 | $220K | Buy |
515
+13
| +3% | +$5.55K | 0.01% | 667 |
|
|
2024
Q1 | $220K | Sell |
502
-6
| -1% | -$2.63K | 0.01% | 644 |
|
|
2023
Q4 | $193K | Sell |
508
-1
| -0.2% | -$380 | 0.01% | 665 |
|
|
2023
Q3 | $168K | Buy |
509
+38
| +8% | +$12.5K | 0.01% | 677 |
|
|
2023
Q2 | $156K | Buy |
471
+35
| +8% | +$11.6K | 0.01% | 720 |
|
|
2023
Q1 | $134K | Sell |
436
-152
| -26% | -$46.6K | 0.01% | 779 |
|
|
2022
Q4 | $183K | Buy |
+588
| New | +$183K | 0.01% | 632 |
|
|
2022
Q3 | – | Sell |
-519
| Closed | -$123K | – | 2232 |
|
|
2022
Q2 | $123K | Buy |
519
+74
| +17% | +$17.5K | 0.01% | 736 |
|
|
2022
Q1 | $134K | Buy |
445
+222
| +100% | +$66.8K | 0.01% | 759 |
|
|
2021
Q4 | $67K | Buy |
223
+17
| +8% | +$5.11K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $54K | Buy |
206
+155
| +304% | +$40.6K | ﹤0.01% | 1272 |
|
|
2021
Q2 | $13K | Sell |
51
-6
| -11% | -$1.53K | ﹤0.01% | 1770 |
|
|
2021
Q1 | $13K | Buy |
57
+45
| +375% | +$10.3K | ﹤0.01% | 1679 |
|
|
2020
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 2067 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$3K | – | 2290 |
|
|
2020
Q2 | $3K | Sell |
17
-841
| -98% | -$148K | ﹤0.01% | 1797 |
|
|
2020
Q1 | $88K | Buy |
858
+319
| +59% | +$32.7K | 0.01% | 701 |
|
|
2019
Q4 | $90K | Buy |
539
+282
| +110% | +$47.1K | 0.01% | 745 |
|
|
2019
Q3 | $38K | Buy |
257
+124
| +93% | +$18.3K | 0.01% | 706 |
|
|
2019
Q2 | $19K | Buy |
133
+72
| +118% | +$10.3K | ﹤0.01% | 1259 |
|
|
2019
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 1565 |
|
|
2018
Q3 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 1131 |
|