Envestnet Portfolio Solutions’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 | $9.48M | Sell |
17,762
-1,055
| -6% | -$563K | 0.03% | 233 |
|
2025
Q1 | $9.11M | Sell |
18,817
-10,844
| -37% | -$5.25M | 0.03% | 245 |
|
2024
Q4 | $15.8M | Sell |
29,661
-1,359
| -4% | -$724K | 0.05% | 169 |
|
2024
Q3 | $14.6M | Sell |
31,020
-511
| -2% | -$240K | 0.05% | 191 |
|
2024
Q2 | $13.5M | Sell |
31,531
-848
| -3% | -$362K | 0.05% | 191 |
|
2024
Q1 | $14.2M | Buy |
32,379
+2,416
| +8% | +$1.06M | 0.05% | 183 |
|
2023
Q4 | $11.4M | Buy |
29,963
+1,501
| +5% | +$570K | 0.05% | 193 |
|
2023
Q3 | $9.38M | Buy |
+28,462
| New | +$9.38M | 0.04% | 194 |
|