Everett Harris & Co’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$440K	Hold	991	–	–	0.01%	234
2025 Q4	$486K	Hold	991	–	–	0.01%	229
2025 Q3	$487K	Sell	991 -40	-4%	-$20.5K	0.01%	224
2025 Q2	$550K	Hold	1,031	–	–	0.01%	213
2025 Q1	$499K	Hold	1,031	–	–	0.01%	208
2024 Q4	$549K	Sell	1,031 -41	-4%	-$21.9K	0.01%	187
2024 Q3	$504K	Hold	1,072	–	–	0.01%	188
2024 Q2	$458K	Hold	1,072	–	–	0.01%	188
2024 Q1	$470K	Hold	1,072	–	–	0.01%	187
2023 Q4	$407K	Hold	1,072	–	–	0.01%	191
2023 Q3	$353K	Hold	1,072	–	–	0.01%	200
2023 Q2	$356K	Hold	1,072	–	–	0.01%	203
2023 Q1	$329K	Hold	1,072	–	–	0.01%	203
2022 Q4	$334K	Hold	1,072	–	–	0.01%	203
2022 Q3	$270K	Hold	1,072	–	–	0.01%	215
2022 Q2	$255K	Buy	+1,072	New	+$287K	﹤0.01%	226