EBA
Eagle Bay Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
430
-67
| -13% | -$35.7K | 0.19% | 98 |
|
|
2025
Q1 | $240K | Buy |
497
+82
| +20% | +$39.7K | 0.2% | 93 |
|
|
2024
Q4 | $221K | Sell |
415
-4
| -1% | -$2.13K | 0.14% | 104 |
|
|
2024
Q3 | $197K | Sell |
419
-8
| -2% | -$3.76K | 0.08% | 168 |
|
|
2024
Q2 | $182K | Buy |
427
+378
| +771% | +$161K | 0.11% | 130 |
|
|
2024
Q1 | $21.3K | Buy |
49
+4
| +9% | +$1.74K | 0.01% | 423 |
|
|
2023
Q4 | $17K | Sell |
45
-388
| -90% | -$146K | 0.01% | 424 |
|
|
2023
Q3 | $143K | Buy |
433
+32
| +8% | +$10.6K | 0.07% | 187 |
|
|
2023
Q2 | $133K | Sell |
401
-17
| -4% | -$5.65K | 0.08% | 164 |
|
|
2023
Q1 | $128K | Sell |
418
-2
| -0.5% | -$613 | 0.07% | 188 |
|
|
2022
Q4 | $131K | Buy |
420
+96
| +30% | +$29.9K | 0.07% | 183 |
|
|
2022
Q3 | $82K | Buy |
324
+52
| +19% | +$13.2K | 0.05% | 236 |
|
|
2022
Q2 | $64.6K | Buy |
+272
| New | +$64.6K | 0.04% | 299 |
|
|
2022
Q1 | – | Sell |
-203
| Closed | -$62K | – | 316 |
|
|
2021
Q4 | $62K | Sell |
203
-21
| -9% | -$6.41K | 0.04% | 300 |
|
|
2021
Q3 | $60K | Buy |
224
+86
| +62% | +$23K | 0.03% | 339 |
|
|
2021
Q2 | $37K | Buy |
+138
| New | +$37K | 0.03% | 408 |
|