Donoghue Forlines’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,099
| Closed | -$2.87M | – | 111 |
|
|
2024
Q3 | $2.87M | Buy |
6,099
+2,634
| +76% | +$1.24M | 0.82% | 19 |
|
|
2024
Q2 | $1.48M | Buy |
+3,465
| New | +$1.48M | 0.42% | 61 |
|
|
2023
Q4 | – | Sell |
-3,932
| Closed | -$1.3M | – | 219 |
|
|
2023
Q3 | $1.3M | Sell |
3,932
-1,398
| -26% | -$461K | 0.46% | 52 |
|
|
2023
Q2 | $1.77M | Buy |
5,330
+296
| +6% | +$98.3K | 0.55% | 30 |
|
|
2023
Q1 | $1.54M | Sell |
5,034
-1,982
| -28% | -$607K | 0.56% | 33 |
|
|
2022
Q4 | $2.18M | Buy |
7,016
+2,713
| +63% | +$845K | 0.77% | 21 |
|
|
2022
Q3 | $1.08M | Sell |
4,303
-149
| -3% | -$37.5K | 0.39% | 28 |
|
|
2022
Q2 | $1.06M | Sell |
4,452
-1,685
| -27% | -$400K | 0.28% | 81 |
|
|
2022
Q1 | $1.84M | Sell |
6,137
-48
| -0.8% | -$14.4K | 0.4% | 52 |
|
|
2021
Q4 | $1.87M | Buy |
+6,185
| New | +$1.87M | 0.32% | 64 |
|
|
2021
Q2 | – | Sell |
-13,078
| Closed | -$3.04M | – | 201 |
|
|
2021
Q1 | $3.04M | Buy |
+13,078
| New | +$3.04M | 0.59% | 34 |
|