Ellevest Inc’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 | $552K | Buy |
1,034
+127
| +14% | +$67.8K | 0.09% | 177 |
|
2025
Q1 | $439K | Buy |
907
+71
| +8% | +$34.4K | 0.03% | 216 |
|
2024
Q4 | $445K | Sell |
836
-37
| -4% | -$19.7K | 0.03% | 223 |
|
2024
Q3 | $410K | Sell |
873
-126
| -13% | -$59.2K | 0.02% | 263 |
|
2024
Q2 | $427K | Buy |
+999
| New | +$427K | 0.03% | 238 |
|
2023
Q2 | – | Sell |
-191
| Closed | -$58.5K | – | 420 |
|
2023
Q1 | $58.5K | Sell |
191
-51
| -21% | -$15.6K | ﹤0.01% | 560 |
|
2022
Q4 | $75.4K | Sell |
242
-36
| -13% | -$11.2K | 0.01% | 508 |
|
2022
Q3 | $70K | Sell |
278
-13
| -4% | -$3.27K | 0.01% | 494 |
|
2022
Q2 | $69K | Sell |
291
-297
| -51% | -$70.4K | 0.01% | 486 |
|
2022
Q1 | $177K | Sell |
588
-974
| -62% | -$293K | 0.01% | 329 |
|
2021
Q4 | $471K | Buy |
1,562
+200
| +15% | +$60.3K | 0.04% | 116 |
|
2021
Q3 | $360K | Buy |
1,362
+147
| +12% | +$38.9K | 0.04% | 154 |
|
2021
Q2 | $302K | Sell |
1,215
-39
| -3% | -$9.69K | 0.03% | 164 |
|
2021
Q1 | $291K | Buy |
1,254
+198
| +19% | +$45.9K | 0.04% | 137 |
|
2020
Q4 | $205K | Buy |
1,056
+230
| +28% | +$44.7K | 0.03% | 162 |
|
2020
Q3 | $127K | Buy |
826
+75
| +10% | +$11.5K | 0.02% | 193 |
|
2020
Q2 | $113K | Buy |
751
+316
| +73% | +$47.5K | 0.02% | 180 |
|
2020
Q1 | $45K | Buy |
435
+159
| +58% | +$16.4K | 0.01% | 249 |
|
2019
Q4 | $46K | Buy |
276
+239
| +646% | +$39.8K | 0.01% | 207 |
|
2019
Q3 | $5K | Buy |
37
+12
| +48% | +$1.62K | ﹤0.01% | 267 |
|
2019
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 304 |
|