Crewe Advisors’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 | $734K | Sell |
1,376
-2
| -0.1% | -$1.07K | 0.1% | 72 |
|
|
2025
Q1 | $667K | Buy |
1,378
+2
| +0.1% | +$968 | 0.09% | 69 |
|
|
2024
Q4 | $733K | Sell |
1,376
-34
| -2% | -$18.1K | 0.1% | 63 |
|
|
2024
Q3 | $662K | Buy |
1,410
+3
| +0.2% | +$1.41K | 0.08% | 71 |
|
|
2024
Q2 | $601K | Sell |
1,407
-20
| -1% | -$8.54K | 0.07% | 90 |
|
|
2024
Q1 | $626K | Buy |
+1,427
| New | +$626K | 0.07% | 82 |
|
|
2023
Q3 | – | Sell |
-1,376
| Closed | -$457K | – | 604 |
|
|
2023
Q2 | $457K | Buy |
1,376
+1
| +0.1% | +$332 | 0.06% | 80 |
|
|
2023
Q1 | $421K | Sell |
1,375
-82
| -6% | -$25.1K | 0.06% | 95 |
|
|
2022
Q4 | $454K | Sell |
1,457
-84
| -5% | -$26.2K | 0.07% | 84 |
|
|
2022
Q3 | $388K | Buy |
1,541
+38
| +3% | +$9.57K | 0.07% | 87 |
|
|
2022
Q2 | $357K | Buy |
1,503
+100
| +7% | +$23.8K | 0.08% | 79 |
|
|
2022
Q1 | $421K | Buy |
1,403
+1,133
| +420% | +$340K | 0.08% | 62 |
|
|
2021
Q4 | $81K | Sell |
270
-12
| -4% | -$3.6K | 0.02% | 147 |
|
|
2021
Q3 | $74K | Sell |
282
-3
| -1% | -$787 | 0.02% | 124 |
|
|
2021
Q2 | $71K | Sell |
285
-20
| -7% | -$4.98K | 0.02% | 132 |
|
|
2021
Q1 | $71K | Hold |
305
| – | – | 0.02% | 126 |
|
|
2020
Q4 | $59K | Sell |
305
-18
| -6% | -$3.48K | 0.02% | 128 |
|
|
2020
Q3 | $50K | Buy |
323
+53
| +20% | +$8.2K | 0.02% | 126 |
|
|
2020
Q2 | $41K | Hold |
270
| – | – | 0.02% | 114 |
|
|
2020
Q1 | $28K | Hold |
270
| – | – | 0.02% | 109 |
|
|
2019
Q4 | $45K | Hold |
270
| – | – | 0.02% | 118 |
|
|
2019
Q3 | $40K | Sell |
270
-14
| -5% | -$2.07K | 0.02% | 130 |
|
|
2019
Q2 | $41K | Sell |
284
-161
| -36% | -$23.2K | 0.01% | 153 |
|
|
2019
Q1 | $57K | Hold |
445
| – | – | 0.02% | 118 |
|
|
2018
Q4 | $46K | Hold |
445
| – | – | 0.01% | 115 |
|
|
2018
Q3 | $66K | Hold |
445
| – | – | 0.06% | 100 |
|
|
2018
Q2 | $62K | Sell |
445
-338
| -43% | -$47.1K | 0.06% | 103 |
|
|
2018
Q1 | $116K | Hold |
783
| – | – | 0.11% | 70 |
|
|
2017
Q4 | $133K | Buy |
+783
| New | +$133K | 0.13% | 63 |
|