Concurrent Investment Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
1,295
+627
| +94% | +$335K | 0.01% | 728 |
|
|
2025
Q1 | $323K | Buy |
668
+32
| +5% | +$15.5K | 0.01% | 887 |
|
|
2024
Q4 | $339K | Sell |
636
-21
| -3% | -$11.2K | 0.01% | 773 |
|
|
2024
Q3 | $308K | Sell |
657
-4
| -0.6% | -$1.88K | 0.01% | 765 |
|
|
2024
Q2 | $282K | Buy |
661
+167
| +34% | +$71.4K | 0.01% | 750 |
|
|
2024
Q1 | $217K | Buy |
+494
| New | +$217K | 0.01% | 770 |
|