Creative Planning’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 | $15.2M | Buy |
28,551
+2,141
| +8% | +$1.14M | 0.01% | 400 |
|
|
2025
Q1 | $12.8M | Buy |
26,410
+2,808
| +12% | +$1.36M | 0.01% | 421 |
|
|
2024
Q4 | $12.6M | Buy |
23,602
+1,031
| +5% | +$549K | 0.01% | 390 |
|
|
2024
Q3 | $10.6M | Buy |
22,571
+348
| +2% | +$163K | 0.01% | 425 |
|
|
2024
Q2 | $9.49M | Buy |
22,223
+487
| +2% | +$208K | 0.01% | 430 |
|
|
2024
Q1 | $9.53M | Buy |
21,736
+1,337
| +7% | +$586K | 0.01% | 419 |
|
|
2023
Q4 | $7.75M | Buy |
20,399
+1,649
| +9% | +$626K | 0.01% | 445 |
|
|
2023
Q3 | $6.18M | Sell |
18,750
-642
| -3% | -$212K | 0.01% | 469 |
|
|
2023
Q2 | $6.44M | Buy |
19,392
+2,104
| +12% | +$699K | 0.01% | 448 |
|
|
2023
Q1 | $5.3M | Buy |
17,288
+1,185
| +7% | +$363K | 0.01% | 492 |
|
|
2022
Q4 | $5.01M | Buy |
16,103
+1,384
| +9% | +$431K | 0.01% | 491 |
|
|
2022
Q3 | $3.71M | Buy |
14,719
+492
| +3% | +$124K | 0.01% | 509 |
|
|
2022
Q2 | $3.38M | Buy |
14,227
+2,100
| +17% | +$499K | 0.01% | 554 |
|
|
2022
Q1 | $3.64M | Sell |
12,127
-320
| -3% | -$96.1K | 0.01% | 533 |
|
|
2021
Q4 | $3.76M | Sell |
12,447
-378
| -3% | -$114K | 0.01% | 499 |
|
|
2021
Q3 | $3.39M | Sell |
12,825
-50
| -0.4% | -$13.2K | 0.01% | 523 |
|
|
2021
Q2 | $3.2M | Buy |
12,875
+1,594
| +14% | +$397K | 0.01% | 523 |
|
|
2021
Q1 | $2.62M | Buy |
11,281
+1,505
| +15% | +$350K | 0.01% | 606 |
|
|
2020
Q4 | $1.9M | Buy |
9,776
+1,065
| +12% | +$207K | ﹤0.01% | 679 |
|
|
2020
Q3 | $1.34M | Buy |
8,711
+1,079
| +14% | +$166K | ﹤0.01% | 691 |
|
|
2020
Q2 | $1.15M | Buy |
7,632
+492
| +7% | +$73.8K | ﹤0.01% | 687 |
|
|
2020
Q1 | $732K | Buy |
7,140
+205
| +3% | +$21K | ﹤0.01% | 766 |
|
|
2019
Q4 | $1.16M | Buy |
6,935
+449
| +7% | +$74.8K | ﹤0.01% | 718 |
|
|
2019
Q3 | $954K | Sell |
6,486
-419
| -6% | -$61.6K | ﹤0.01% | 776 |
|
|
2019
Q2 | $1M | Buy |
6,905
+544
| +9% | +$78.9K | ﹤0.01% | 755 |
|
|
2019
Q1 | $815K | Buy |
6,361
+176
| +3% | +$22.6K | ﹤0.01% | 805 |
|
|
2018
Q4 | $646K | Buy |
6,185
+935
| +18% | +$97.7K | ﹤0.01% | 840 |
|
|
2018
Q3 | $775K | Sell |
5,250
-422
| -7% | -$62.3K | ﹤0.01% | 859 |
|
|
2018
Q2 | $793K | Sell |
5,672
-30
| -0.5% | -$4.19K | ﹤0.01% | 867 |
|
|
2018
Q1 | $844K | Sell |
5,702
-222
| -4% | -$32.9K | ﹤0.01% | 819 |
|
|
2017
Q4 | $1M | Buy |
5,924
+470
| +9% | +$79.7K | ﹤0.01% | 722 |
|
|
2017
Q3 | $810K | Sell |
5,454
-644
| -11% | -$95.6K | ﹤0.01% | 806 |
|
|
2017
Q2 | $776K | Buy |
6,098
+107
| +2% | +$13.6K | ﹤0.01% | 804 |
|
|
2017
Q1 | $777K | Buy |
5,991
+346
| +6% | +$44.9K | ﹤0.01% | 767 |
|
|
2016
Q4 | $626K | Buy |
5,645
+1,580
| +39% | +$175K | ﹤0.01% | 816 |
|
|
2016
Q3 | $406K | Buy |
4,065
+679
| +20% | +$67.8K | ﹤0.01% | 1001 |
|
|
2016
Q2 | $304K | Buy |
3,386
+2
| +0.1% | +$180 | ﹤0.01% | 1034 |
|
|
2016
Q1 | $318K | Sell |
3,384
-578
| -15% | -$54.3K | ﹤0.01% | 957 |
|
|
2015
Q4 | $422K | Buy |
3,962
+218
| +6% | +$23.2K | ﹤0.01% | 837 |
|
|
2015
Q3 | $409K | Buy |
+3,744
| New | +$409K | ﹤0.01% | 822 |
|
|
2015
Q2 | – | Sell |
-3,490
| Closed | -$457K | – | 1134 |
|
|
2015
Q1 | $457K | Sell |
3,490
-683
| -16% | -$89.4K | ﹤0.01% | 773 |
|
|
2014
Q4 | $552K | Sell |
4,173
-951
| -19% | -$126K | 0.01% | 660 |
|
|
2014
Q3 | $632K | Buy |
5,124
+327
| +7% | +$40.3K | 0.01% | 562 |
|
|
2014
Q2 | $576K | Buy |
4,797
+1,394
| +41% | +$167K | 0.01% | 588 |
|
|
2014
Q1 | $375K | Sell |
3,403
-50
| -1% | -$5.51K | 0.01% | 736 |
|
|
2013
Q4 | $397K | Buy |
3,453
+298
| +9% | +$34.3K | 0.01% | 590 |
|
|
2013
Q3 | $287K | Buy |
3,155
+563
| +22% | +$51.2K | 0.01% | 619 |
|
|
2013
Q2 | $210K | Buy |
+2,592
| New | +$210K | ﹤0.01% | 666 |
|