CVA Family Office’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 | $238K | Buy |
445
+3
| +0.7% | +$1.6K | 0.03% | 265 |
|
|
2025
Q1 | $214K | Buy |
442
+7
| +2% | +$3.39K | 0.03% | 270 |
|
|
2024
Q4 | $232K | Buy |
435
+27
| +7% | +$14.4K | 0.04% | 251 |
|
|
2024
Q3 | $192K | Buy |
408
+3
| +0.7% | +$1.41K | 0.03% | 268 |
|
|
2024
Q2 | $173K | Sell |
405
-1
| -0.2% | -$427 | 0.03% | 261 |
|
|
2024
Q1 | $178K | Buy |
406
+1
| +0.2% | +$438 | 0.03% | 263 |
|
|
2023
Q4 | $154K | Buy |
+405
| New | +$154K | 0.03% | 270 |
|
|
2023
Q3 | – | Sell |
-358
| Closed | -$119K | – | 261 |
|
|
2023
Q2 | $119K | Buy |
358
+13
| +4% | +$4.32K | 0.02% | 284 |
|
|
2023
Q1 | $106K | Buy |
345
+10
| +3% | +$3.07K | 0.02% | 300 |
|
|
2022
Q4 | $104K | Sell |
335
-105
| -24% | -$32.7K | 0.03% | 284 |
|
|
2022
Q3 | $111K | Buy |
440
+100
| +29% | +$25.2K | 0.03% | 225 |
|
|
2022
Q2 | $81K | Sell |
340
-40
| -11% | -$9.53K | 0.02% | 273 |
|
|
2022
Q1 | $114K | Buy |
380
+225
| +145% | +$67.5K | 0.03% | 239 |
|
|
2021
Q4 | $47K | Buy |
+155
| New | +$47K | 0.01% | 372 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$37K | – | 386 |
|
|
2021
Q2 | $37K | Buy |
150
+30
| +25% | +$7.4K | 0.01% | 403 |
|
|
2021
Q1 | $28K | Buy |
+120
| New | +$28K | 0.01% | 346 |
|