Douglas Lane & Associates’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 | $267K | Hold |
500
| – | – | ﹤0.01% | 214 |
|
2025
Q1 | $242K | Hold |
500
| – | – | ﹤0.01% | 222 |
|
2024
Q4 | $266K | Sell |
500
-250
| -33% | -$133K | ﹤0.01% | 212 |
|
2024
Q3 | $352K | Hold |
750
| – | – | ﹤0.01% | 206 |
|
2024
Q2 | $320K | Sell |
750
-12
| -2% | -$5.13K | ﹤0.01% | 203 |
|
2024
Q1 | $334K | Hold |
762
| – | – | ﹤0.01% | 202 |
|
2023
Q4 | $289K | Hold |
762
| – | – | ﹤0.01% | 207 |
|
2023
Q3 | $251K | Buy |
762
+4
| +0.5% | +$1.32K | ﹤0.01% | 213 |
|
2023
Q2 | $252K | Sell |
758
-750
| -50% | -$249K | ﹤0.01% | 210 |
|
2023
Q1 | $462K | Hold |
1,508
| – | – | 0.01% | 179 |
|
2022
Q4 | $470K | Hold |
1,508
| – | – | 0.01% | 180 |
|
2022
Q3 | $380K | Sell |
1,508
-1,500
| -50% | -$378K | 0.01% | 184 |
|
2022
Q2 | $715K | Hold |
3,008
| – | – | 0.01% | 158 |
|
2022
Q1 | $903K | Buy |
3,008
+3
| +0.1% | +$901 | 0.01% | 159 |
|
2021
Q4 | $906K | Buy |
+3,005
| New | +$906K | 0.01% | 157 |
|