Everence Capital Management’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 | $822K | Hold |
1,540
| – | – | 0.05% | 260 |
|
|
2025
Q1 | $746K | Hold |
1,540
| – | – | 0.05% | 278 |
|
|
2024
Q4 | $820K | Hold |
1,540
| – | – | 0.05% | 265 |
|
|
2024
Q3 | $724K | Hold |
1,540
| – | – | 0.05% | 310 |
|
|
2024
Q2 | $634 | Hold |
1,540
| – | – | 0.04% | 322 |
|
|
2024
Q1 | $675 | Hold |
1,540
| – | – | 0.04% | 326 |
|
|
2023
Q4 | $585K | Sell |
1,540
-2,880
| -65% | -$1.09M | 0.04% | 352 |
|
|
2023
Q3 | $1.46K | Hold |
4,420
| – | – | 0.11% | 155 |
|
|
2023
Q2 | $1.32M | Hold |
4,420
| – | – | 0.11% | 156 |
|
|
2023
Q1 | $1.36K | Hold |
4,420
| – | – | 0.11% | 160 |
|
|
2022
Q4 | $1.38K | Hold |
4,420
| – | – | 0.12% | 166 |
|
|
2022
Q3 | $1.11M | Buy |
4,420
+1,500
| +51% | +$378K | 0.1% | 172 |
|
|
2022
Q2 | $694K | Hold |
2,920
| – | – | 0.06% | 254 |
|
|
2022
Q1 | $877K | Hold |
2,920
| – | – | 0.07% | 237 |
|
|
2021
Q4 | $881K | Buy |
2,920
+1,380
| +90% | +$416K | 0.07% | 246 |
|
|
2021
Q3 | $407K | Buy |
+1,540
| New | +$407K | 0.03% | 463 |
|
|
2020
Q3 | – | Sell |
-2,290
| Closed | -$321K | – | 676 |
|
|
2020
Q2 | $321K | Hold |
2,290
| – | – | 0.04% | 433 |
|
|
2020
Q1 | $235K | Hold |
2,290
| – | – | 0.03% | 456 |
|
|
2019
Q4 | $381K | Hold |
2,290
| – | – | 0.06% | 388 |
|
|
2019
Q3 | $337K | Hold |
2,290
| – | – | 0.05% | 390 |
|
|
2019
Q2 | $332K | Hold |
2,290
| – | – | 0.05% | 397 |
|
|
2019
Q1 | $293K | Hold |
2,290
| – | – | 0.05% | 416 |
|
|
2018
Q4 | $239K | Hold |
2,290
| – | – | 0.06% | 335 |
|
|
2018
Q3 | $338K | Hold |
2,290
| – | – | 0.07% | 296 |
|
|
2018
Q2 | $320K | Hold |
2,290
| – | – | 0.07% | 299 |
|
|
2018
Q1 | $339K | Hold |
2,290
| – | – | 0.08% | 276 |
|
|
2017
Q4 | $388K | Buy |
2,290
+484
| +27% | +$82K | 0.09% | 258 |
|
|
2017
Q3 | $268K | Hold |
1,806
| – | – | 0.06% | 301 |
|
|
2017
Q2 | $230K | Hold |
1,806
| – | – | 0.06% | 326 |
|
|
2017
Q1 | $234K | Hold |
1,806
| – | – | 0.06% | 310 |
|
|
2016
Q4 | $200K | Sell |
1,806
-4,361
| -71% | -$483K | 0.06% | 310 |
|
|
2016
Q3 | $615K | Hold |
6,167
| – | – | 0.18% | 155 |
|
|
2016
Q2 | $554K | Hold |
6,167
| – | – | 0.17% | 178 |
|
|
2016
Q1 | $580K | Hold |
6,167
| – | – | 0.18% | 159 |
|
|
2015
Q4 | $656K | Hold |
6,167
| – | – | 0.21% | 142 |
|
|
2015
Q3 | $673K | Hold |
6,167
| – | – | 0.23% | 131 |
|
|
2015
Q2 | $770K | Hold |
6,167
| – | – | 0.25% | 127 |
|
|
2015
Q1 | $824K | Hold |
6,167
| – | – | 0.28% | 115 |
|
|
2014
Q4 | $816K | Hold |
6,167
| – | – | 0.28% | 113 |
|
|
2014
Q3 | $776K | Hold |
6,167
| – | – | 0.28% | 114 |
|
|
2014
Q2 | $740K | Hold |
6,167
| – | – | 0.27% | 122 |
|
|
2014
Q1 | $679K | Hold |
6,167
| – | – | 0.27% | 121 |
|
|
2013
Q4 | $710K | Buy |
+6,167
| New | +$710K | 0.29% | 114 |
|