EFS
Essex Financial Services’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
713
-6
| -0.8% | -$3.2K | 0.03% | 479 |
|
|
2025
Q1 | $348K | Sell |
719
-29
| -4% | -$14K | 0.03% | 463 |
|
|
2024
Q4 | $398K | Buy |
748
+31
| +4% | +$16.5K | 0.03% | 426 |
|
|
2024
Q3 | $373K | Buy |
717
+3
| +0.4% | +$1.56K | 0.03% | 438 |
|
|
2024
Q2 | $286K | Buy |
714
+60
| +9% | +$24K | 0.02% | 496 |
|
|
2024
Q1 | $287K | Buy |
654
+62
| +10% | +$27.2K | 0.03% | 431 |
|
|
2023
Q4 | $225K | Buy |
+592
| New | +$225K | 0.02% | 458 |
|
|
2023
Q2 | – | Sell |
-2,080
| Closed | -$638K | – | 475 |
|
|
2023
Q1 | $638K | Buy |
2,080
+233
| +13% | +$71.4K | 0.07% | 251 |
|
|
2022
Q4 | $575K | Buy |
1,847
+4
| +0.2% | +$1.25K | 0.06% | 254 |
|
|
2022
Q3 | $464K | Sell |
1,843
-2
| -0.1% | -$504 | 0.06% | 266 |
|
|
2022
Q2 | $439K | Buy |
1,845
+2
| +0.1% | +$476 | 0.05% | 288 |
|
|
2022
Q1 | $554K | Hold |
1,843
| – | – | 0.05% | 273 |
|
|
2021
Q4 | $556K | Hold |
1,843
| – | – | 0.06% | 266 |
|
|
2021
Q3 | $487K | Hold |
1,843
| – | – | 0.06% | 271 |
|
|
2021
Q2 | $459K | Buy |
+1,843
| New | +$459K | 0.07% | 248 |
|