D.J. St. Germain’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 | $884K | Buy |
1,656
+444
| +37% | +$237K | 0.04% | 171 |
|
2025
Q1 | $587K | Sell |
1,212
-215
| -15% | -$104K | 0.03% | 188 |
|
2024
Q4 | $760K | Buy |
1,427
+335
| +31% | +$178K | 0.03% | 186 |
|
2024
Q3 | $513K | Sell |
1,092
-59
| -5% | -$27.7K | 0.02% | 202 |
|
2024
Q2 | $492K | Sell |
1,151
-109
| -9% | -$46.6K | 0.02% | 198 |
|
2024
Q1 | $552K | Sell |
1,260
-13
| -1% | -$5.7K | 0.03% | 191 |
|
2023
Q4 | $484K | Sell |
1,273
-60
| -5% | -$22.8K | 0.03% | 194 |
|
2023
Q3 | $439K | Hold |
1,333
| – | – | 0.02% | 193 |
|
2023
Q2 | $443K | Buy |
+1,333
| New | +$443K | 0.02% | 196 |
|
2022
Q4 | $156K | Buy |
1,820
+650
| +56% | +$55.7K | 0.05% | 100 |
|
2022
Q3 | $278K | Hold |
1,170
| – | – | 0.02% | 202 |
|
2022
Q2 | $278K | Hold |
1,170
| – | – | 0.02% | 202 |
|
2022
Q1 | $351K | Hold |
1,170
| – | – | 0.02% | 194 |
|
2021
Q4 | $353K | Hold |
1,170
| – | – | 0.02% | 196 |
|
2021
Q3 | $309K | Sell |
1,170
-75
| -6% | -$19.8K | 0.02% | 200 |
|
2021
Q2 | $310K | Sell |
1,245
-40
| -3% | -$9.96K | 0.02% | 207 |
|
2021
Q1 | $299K | Buy |
+1,285
| New | +$299K | 0.02% | 197 |
|