Drive Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$524K	Sell	1,180 -50	-4%	-$24.1K	0.11%	149
2025 Q4	$603K	Buy	1,230 +371	+43%	+$176K	0.12%	144
2025 Q3	$422K	Sell	859 -9	-1%	-$4.61K	0.09%	189
2025 Q2	$464K	Sell	868 -23	-3%	-$11.4K	0.1%	171
2025 Q1	$432K	Sell	891 -25	-3%	-$13.1K	0.1%	157
2024 Q4	$487K	Sell	916 -1	-0.1%	-$534	0.12%	134
2024 Q3	$431K	Buy	917 +8	+0.9%	+$3.47K	0.11%	152
2024 Q2	$388K	Buy	909 +27	+3%	+$11.5K	0.1%	164
2024 Q1	$386K	Buy	882 +57	+7%	+$22.8K	0.11%	167
2023 Q4	$314K	Buy	825 +38	+5%	+$13K	0.1%	192
2023 Q3	$260K	Buy	787 +102	+15%	+$34.8K	0.09%	197
2023 Q2	$228K	Buy	+685	New	+$211K	0.08%	223