Ethic 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 | $9.55M | Buy |
18,075
+1,255
| +7% | +$663K | 0.17% | 120 |
|
|
2025
Q1 | $8.22M | Buy |
16,820
+746
| +5% | +$365K | 0.17% | 129 |
|
|
2024
Q4 | $8.56M | Buy |
16,074
+2,344
| +17% | +$1.25M | 0.17% | 122 |
|
|
2024
Q3 | $6.02M | Sell |
13,730
-2,338
| -15% | -$1.03M | 0.15% | 159 |
|
|
2024
Q2 | $6.86M | Buy |
16,068
+2,338
| +17% | +$999K | 0.16% | 134 |
|
|
2024
Q1 | $6.02M | Buy |
13,730
+584
| +4% | +$256K | 0.15% | 159 |
|
|
2023
Q4 | $4.99M | Buy |
13,146
+1,103
| +9% | +$419K | 0.15% | 169 |
|
|
2023
Q3 | $3.97M | Buy |
12,043
+3,490
| +41% | +$1.15M | 0.14% | 177 |
|
|
2023
Q2 | $2.84M | Buy |
8,553
+3,381
| +65% | +$1.12M | 0.11% | 231 |
|
|
2023
Q1 | $1.59M | Buy |
5,172
+719
| +16% | +$220K | 0.06% | 337 |
|
|
2022
Q4 | $1.39M | Buy |
4,453
+615
| +16% | +$191K | 0.07% | 310 |
|
|
2022
Q3 | $967K | Buy |
3,838
+797
| +26% | +$201K | 0.07% | 337 |
|
|
2022
Q2 | $723K | Sell |
3,041
-4,795
| -61% | -$1.14M | 0.05% | 383 |
|
|
2022
Q1 | $2.35M | Sell |
7,836
-713
| -8% | -$214K | 0.16% | 155 |
|
|
2021
Q4 | $2.58M | Buy |
8,549
+1,368
| +19% | +$413K | 0.2% | 122 |
|
|
2021
Q3 | $1.9M | Buy |
7,181
+297
| +4% | +$78.5K | 0.19% | 132 |
|
|
2021
Q2 | $1.71M | Buy |
6,884
+1,289
| +23% | +$321K | 0.21% | 117 |
|
|
2021
Q1 | $1.3M | Buy |
5,595
+2,432
| +77% | +$565K | 0.23% | 108 |
|
|
2020
Q4 | $615K | Buy |
3,163
+524
| +20% | +$102K | 0.16% | 159 |
|
|
2020
Q3 | $407K | Buy |
2,639
+426
| +19% | +$65.7K | 0.16% | 160 |
|
|
2020
Q2 | $332K | Buy |
2,213
+260
| +13% | +$39K | 0.19% | 153 |
|
|
2020
Q1 | $200K | Buy |
1,953
+159
| +9% | +$16.3K | 0.17% | 185 |
|
|
2019
Q4 | $299K | Buy |
+1,794
| New | +$299K | 0.22% | 153 |
|