ERn Financial LLC’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 | – | Sell |
-948
| Closed | -$459K | – | 149 |
|
|
2025
Q1 | $459K | Sell |
948
-16
| -2% | -$7.75K | 0.07% | 142 |
|
|
2024
Q4 | $513K | Buy |
964
+9
| +0.9% | +$4.79K | 0.08% | 142 |
|
|
2024
Q3 | $449K | Buy |
955
+4
| +0.4% | +$1.88K | 0.07% | 148 |
|
|
2024
Q2 | $406K | Sell |
951
-820
| -46% | -$350K | 0.07% | 147 |
|
|
2024
Q1 | $777K | Hold |
1,771
| – | – | 0.13% | 106 |
|
|
2023
Q4 | $664K | Sell |
1,771
-1
| -0.1% | -$375 | 0.13% | 106 |
|
|
2023
Q3 | $584K | Hold |
1,772
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $589K | Hold |
1,772
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $543K | Hold |
1,772
| – | – | 0.12% | 113 |
|
|
2022
Q4 | $552K | Sell |
1,772
-16
| -0.9% | -$4.98K | 0.13% | 112 |
|
|
2022
Q3 | $450K | Buy |
1,788
+12
| +0.7% | +$3.02K | 0.12% | 113 |
|
|
2022
Q2 | $422K | Buy |
1,776
+18
| +1% | +$4.28K | 0.1% | 118 |
|
|
2022
Q1 | $528K | Buy |
1,758
+8
| +0.5% | +$2.4K | 0.12% | 104 |
|
|
2021
Q4 | $528K | Hold |
1,750
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $462K | Buy |
+1,750
| New | +$462K | 0.12% | 91 |
|