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