Evoke Wealth’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 | $429K | Buy |
803
+177
| +28% | +$94.5K | 0.01% | 365 |
|
|
2025
Q1 | $303K | Buy |
626
+74
| +13% | +$35.8K | 0.01% | 350 |
|
|
2024
Q4 | $294K | Buy |
552
+114
| +26% | +$60.7K | 0.01% | 344 |
|
|
2024
Q3 | $206K | Buy |
+438
| New | +$206K | 0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-652
| Closed | -$215K | – | 106 |
|
|
2023
Q3 | $215K | Buy |
652
+33
| +5% | +$10.9K | 0.01% | 344 |
|
|
2023
Q2 | $205K | Buy |
+619
| New | +$205K | 0.01% | 338 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | -$30K | – | 391 |
|
|
2022
Q3 | $30K | Sell |
119
-7
| -6% | -$1.77K | ﹤0.01% | 588 |
|
|
2022
Q2 | $30K | Buy |
126
+10
| +9% | +$2.38K | ﹤0.01% | 590 |
|
|
2022
Q1 | $35K | Buy |
116
+10
| +9% | +$3.02K | ﹤0.01% | 568 |
|
|
2021
Q4 | $32K | Hold |
106
| – | – | ﹤0.01% | 597 |
|
|
2021
Q3 | $27K | Hold |
106
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $26K | Sell |
106
-3
| -3% | -$736 | ﹤0.01% | 605 |
|
|
2021
Q1 | $25K | Hold |
109
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $21K | Sell |
109
-376
| -78% | -$72.4K | ﹤0.01% | 492 |
|
|
2020
Q3 | $75K | Sell |
485
-13
| -3% | -$2.01K | 0.01% | 314 |
|
|
2020
Q2 | $75K | Buy |
498
+395
| +383% | +$59.5K | 0.01% | 306 |
|
|
2020
Q1 | $10.6K | Sell |
103
-235
| -70% | -$24.1K | ﹤0.01% | 502 |
|
|
2019
Q4 | $56.3K | Buy |
338
+140
| +71% | +$23.3K | 0.01% | 388 |
|
|
2019
Q3 | $29.1K | Buy |
+198
| New | +$29.1K | ﹤0.01% | 570 |
|