Equitable Trust’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 | $5.02M | Sell |
9,410
-1,138
| -11% | -$607K | 0.25% | 78 |
|
|
2025
Q1 | $5.11M | Sell |
10,548
-2,488
| -19% | -$1.2M | 0.28% | 68 |
|
|
2024
Q4 | $6.94M | Hold |
13,036
| – | – | 0.39% | 46 |
|
|
2024
Q3 | $6.12M | Sell |
13,036
-1,592
| -11% | -$748K | 0.39% | 54 |
|
|
2024
Q2 | $6.25M | Buy |
14,628
+336
| +2% | +$144K | 0.43% | 47 |
|
|
2024
Q1 | $6.27M | Buy |
14,292
+800
| +6% | +$351K | 0.43% | 50 |
|
|
2023
Q4 | $5.12M | Hold |
13,492
| – | – | 0.39% | 52 |
|
|
2023
Q3 | $4.45M | Hold |
13,492
| – | – | 0.37% | 57 |
|
|
2023
Q2 | $4.48M | Sell |
13,492
-57
| -0.4% | -$18.9K | 0.34% | 56 |
|
|
2023
Q1 | $4.15M | Sell |
13,549
-2,269
| -14% | -$695K | 0.33% | 57 |
|
|
2022
Q4 | $4.93M | Hold |
15,818
| – | – | 0.39% | 53 |
|
|
2022
Q3 | $3.99M | Buy |
15,818
+75
| +0.5% | +$18.9K | 0.33% | 66 |
|
|
2022
Q2 | $3.74M | Buy |
15,743
+3,148
| +25% | +$748K | 0.28% | 74 |
|
|
2022
Q1 | $3.78M | Sell |
12,595
-2,428
| -16% | -$729K | 0.24% | 90 |
|
|
2021
Q4 | $4.53M | Sell |
15,023
-6,743
| -31% | -$2.03M | 0.28% | 88 |
|
|
2021
Q3 | $5.75M | Sell |
21,766
-8,962
| -29% | -$2.37M | 0.37% | 75 |
|
|
2021
Q2 | $7.65M | Sell |
30,728
-9,204
| -23% | -$2.29M | 0.49% | 48 |
|
|
2021
Q1 | $9.28M | Sell |
39,932
-19,871
| -33% | -$4.62M | 0.69% | 38 |
|
|
2020
Q4 | $11.6M | Sell |
59,803
-12,901
| -18% | -$2.51M | 0.86% | 32 |
|
|
2020
Q3 | $11.2M | Sell |
72,704
-1
| -0% | -$154 | 0.95% | 29 |
|
|
2020
Q2 | $10.9M | Buy |
72,705
+5,910
| +9% | +$887K | 1% | 24 |
|
|
2020
Q1 | $6.85M | Sell |
66,795
-7,113
| -10% | -$729K | 0.75% | 35 |
|
|
2019
Q4 | $12.3M | Sell |
73,908
-305
| -0.4% | -$50.8K | 1.2% | 21 |
|
|
2019
Q3 | $10.9M | Hold |
74,213
| – | – | 1.15% | 22 |
|
|
2019
Q2 | $10.8M | Buy |
74,213
+78
| +0.1% | +$11.3K | 1.14% | 22 |
|
|
2019
Q1 | $9.5M | Sell |
74,135
-313
| -0.4% | -$40.1K | 1.1% | 23 |
|
|
2018
Q4 | $7.77M | Buy |
74,448
+350
| +0.5% | +$36.5K | 1.03% | 22 |
|
|
2018
Q3 | $10.9M | Hold |
74,098
| – | – | 1.27% | 15 |
|
|
2018
Q2 | $10.4M | Buy |
+74,098
| New | +$10.4M | 1.31% | 17 |
|