Convergence Investment Partners’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 |
-425
| Closed | -$226K | – | 245 |
|
|
2024
Q4 | $226K | Buy |
+425
| New | +$226K | 0.05% | 231 |
|
|
2024
Q2 | – | Sell |
-1,455
| Closed | -$638K | – | 245 |
|
|
2024
Q1 | $638K | Buy |
1,455
+144
| +11% | +$63.1K | 0.24% | 115 |
|
|
2023
Q4 | $498K | Buy |
1,311
+238
| +22% | +$90.4K | 0.26% | 94 |
|
|
2023
Q3 | $354K | Sell |
1,073
-70
| -6% | -$23.1K | 0.21% | 104 |
|
|
2023
Q2 | $380K | Buy |
+1,143
| New | +$380K | 0.22% | 102 |
|
|
2020
Q3 | – | Sell |
-3,684
| Closed | -$553K | – | 232 |
|
|
2020
Q2 | $553K | Sell |
3,684
-3,933
| -52% | -$590K | 0.19% | 170 |
|
|
2020
Q1 | $781K | Sell |
7,617
-7,261
| -49% | -$744K | 0.34% | 94 |
|
|
2019
Q4 | $2.48M | Sell |
14,878
-1,303
| -8% | -$217K | 0.7% | 41 |
|
|
2019
Q3 | $2.38M | Sell |
16,181
-3,704
| -19% | -$545K | 0.66% | 47 |
|
|
2019
Q2 | $2.89M | Sell |
19,885
-1,571
| -7% | -$228K | 0.7% | 38 |
|
|
2019
Q1 | $2.75M | Buy |
+21,456
| New | +$2.75M | 0.6% | 47 |
|
|
2018
Q3 | – | Sell |
-25,083
| Closed | -$3.51M | – | 310 |
|
|
2018
Q2 | $3.51M | Buy |
25,083
+12,520
| +100% | +$1.75M | 0.49% | 77 |
|
|
2018
Q1 | $1.86M | Sell |
12,563
-1,615
| -11% | -$239K | 0.24% | 143 |
|
|
2017
Q4 | $2.4M | Buy |
14,178
+2,045
| +17% | +$347K | 0.32% | 113 |
|
|
2017
Q3 | $1.8M | Sell |
12,133
-142
| -1% | -$21.1K | 0.26% | 149 |
|
|
2017
Q2 | $1.56M | Buy |
12,275
+594
| +5% | +$75.6K | 0.23% | 174 |
|
|
2017
Q1 | $1.52M | Sell |
11,681
-11,931
| -51% | -$1.55M | 0.21% | 184 |
|
|
2016
Q4 | $2.62M | Buy |
23,612
+9,177
| +64% | +$1.02M | 0.36% | 101 |
|
|
2016
Q3 | $1.44M | Buy |
14,435
+1,038
| +8% | +$104K | 0.21% | 182 |
|
|
2016
Q2 | $1.2M | Buy |
13,397
+776
| +6% | +$69.7K | 0.17% | 220 |
|
|
2016
Q1 | $1.19M | Buy |
+12,621
| New | +$1.19M | 0.14% | 236 |
|