Curi RMB Capital’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 | $1.02M | Buy |
+1,918
| New | +$1.02M | 0.02% | 412 |
|
|
2020
Q2 | – | Sell |
-2,100
| Closed | -$215K | – | 601 |
|
|
2020
Q1 | $215K | Sell |
2,100
-307
| -13% | -$31.4K | 0.01% | 549 |
|
|
2019
Q4 | $401K | Sell |
2,407
-43
| -2% | -$7.16K | 0.01% | 468 |
|
|
2019
Q3 | $360K | Buy |
2,450
+284
| +13% | +$41.7K | 0.01% | 517 |
|
|
2019
Q2 | $314K | Sell |
2,166
-71
| -3% | -$10.3K | 0.01% | 589 |
|
|
2019
Q1 | $287K | Buy |
2,237
+276
| +14% | +$35.4K | 0.01% | 644 |
|
|
2018
Q4 | $205K | Buy |
1,961
+3
| +0.2% | +$314 | 0.01% | 796 |
|
|
2018
Q3 | $289K | Buy |
1,958
+11
| +0.6% | +$1.62K | 0.01% | 711 |
|
|
2018
Q2 | $272K | Buy |
1,947
+4
| +0.2% | +$559 | 0.01% | 722 |
|
|
2018
Q1 | $287K | Hold |
1,943
| – | – | 0.01% | 708 |
|
|
2017
Q4 | $329K | Sell |
1,943
-8
| -0.4% | -$1.36K | 0.01% | 669 |
|
|
2017
Q3 | $290K | Buy |
1,951
+4
| +0.2% | +$595 | 0.01% | 568 |
|
|
2017
Q2 | $248K | Buy |
1,947
+30
| +2% | +$3.82K | 0.01% | 608 |
|
|
2017
Q1 | $249K | Buy |
1,917
+17
| +0.9% | +$2.21K | 0.01% | 444 |
|
|
2016
Q4 | $211K | Buy |
+1,900
| New | +$211K | 0.01% | 387 |
|
|
2015
Q3 | – | Sell |
-1,811
| Closed | -$226K | – | 429 |
|
|
2015
Q2 | $226K | Buy |
1,811
+11
| +0.6% | +$1.37K | 0.01% | 386 |
|
|
2015
Q1 | $236K | Hold |
1,800
| – | – | 0.01% | 417 |
|
|
2014
Q4 | $238K | Hold |
1,800
| – | – | 0.01% | 370 |
|
|
2014
Q3 | $222K | Hold |
1,800
| – | – | 0.01% | 391 |
|
|
2014
Q2 | $216K | Buy |
+1,800
| New | +$216K | 0.01% | 398 |
|
|
2014
Q1 | – | Sell |
-1,800
| Closed | -$207K | – | 375 |
|
|
2013
Q4 | $207K | Buy |
+1,800
| New | +$207K | 0.01% | 348 |
|