CoreFirst Bank & 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 | $130K | Buy |
+243
| New | +$130K | 0.07% | 142 |
|
|
2025
Q1 | – | Sell |
-317
| Closed | -$169K | – | 122 |
|
|
2024
Q4 | $169K | Hold |
317
| – | – | 0.1% | 120 |
|
|
2024
Q3 | $149K | Buy |
+317
| New | +$149K | 0.09% | 131 |
|
|
2024
Q2 | – | Sell |
-317
| Closed | -$139K | – | 134 |
|
|
2024
Q1 | $139K | Hold |
317
| – | – | 0.09% | 145 |
|
|
2023
Q4 | $120K | Sell |
317
-25
| -7% | -$9.5K | 0.08% | 159 |
|
|
2023
Q3 | $113K | Hold |
342
| – | – | 0.08% | 156 |
|
|
2023
Q2 | $114K | Sell |
342
-13
| -4% | -$4.32K | 0.08% | 157 |
|
|
2023
Q1 | $109K | Hold |
355
| – | – | 0.08% | 162 |
|
|
2022
Q4 | $111K | Sell |
355
-6
| -2% | -$1.87K | 0.08% | 174 |
|
|
2022
Q3 | $91K | Buy |
361
+29
| +9% | +$7.31K | 0.08% | 168 |
|
|
2022
Q2 | $79K | Hold |
332
| – | – | 0.06% | 173 |
|
|
2022
Q1 | $100K | Hold |
332
| – | – | 0.07% | 173 |
|
|
2021
Q4 | $100K | Sell |
332
-5
| -1% | -$1.51K | 0.06% | 188 |
|
|
2021
Q3 | $89K | Hold |
337
| – | – | 0.06% | 195 |
|
|
2021
Q2 | $84K | Hold |
337
| – | – | 0.06% | 198 |
|
|
2021
Q1 | $78K | Hold |
337
| – | – | 0.05% | 201 |
|
|
2020
Q4 | $65K | Buy |
+337
| New | +$65K | 0.05% | 195 |
|