FDx Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,420
| Closed | -$472K | – | 631 |
|
|
2023
Q2 | $472K | Buy |
1,420
+266
| +23% | +$81.8K | 0.03% | 465 |
|
|
2023
Q1 | $359K | Hold |
1,154
| – | – | 0.02% | 502 |
|
|
2022
Q4 | $359K | Sell |
1,154
-1,450
| -56% | -$442K | 0.02% | 502 |
|
|
2022
Q3 | $656K | Sell |
2,604
-861
| -25% | -$227K | 0.03% | 359 |
|
|
2022
Q2 | $824K | Sell |
3,465
-1,739
| -33% | -$466K | 0.03% | 356 |
|
|
2022
Q1 | $1.56M | Buy |
5,204
+146
| +3% | +$44.2K | 0.05% | 250 |
|
|
2021
Q4 | $1.53M | Sell |
5,058
-1,081
| -18% | -$320K | 0.04% | 274 |
|
|
2021
Q3 | $1.62M | Sell |
6,139
-283
| -4% | -$74K | 0.05% | 248 |
|
|
2021
Q2 | $1.6M | Sell |
6,422
-277
| -4% | -$69.8K | 0.05% | 236 |
|
|
2021
Q1 | $1.56M | Sell |
6,699
-555
| -8% | -$120K | 0.06% | 203 |
|
|
2020
Q4 | $1.41M | Buy |
7,254
+2,860
| +65% | +$512K | 0.06% | 212 |
|
|
2020
Q3 | $677K | Buy |
4,394
+321
| +8% | +$49.4K | 0.03% | 309 |
|
|
2020
Q2 | $611K | Buy |
4,073
+133
| +3% | +$17.1K | 0.03% | 304 |
|
|
2020
Q1 | $404K | Sell |
3,940
-206
| -5% | -$30.5K | 0.03% | 331 |
|
|
2019
Q4 | $691K | Sell |
4,146
-12
| -0.3% | -$1.86K | 0.04% | 292 |
|
|
2019
Q3 | $612K | Sell |
4,158
-252
| -6% | -$35.3K | 0.04% | 307 |
|
|
2019
Q2 | $640K | Sell |
4,410
-363
| -8% | -$52.5K | 0.03% | 430 |
|
|
2019
Q1 | $611K | Sell |
4,773
-81
| -2% | -$10.1K | 0.02% | 418 |
|
|
2018
Q4 | $507K | Sell |
4,854
-7,690
| -61% | -$966K | 0.04% | 305 |
|
|
2018
Q3 | $1.85M | Buy |
12,544
+2,332
| +23% | +$334K | 0.07% | 213 |
|
|
2018
Q2 | $1.43M | Buy |
10,212
+140
| +1% | +$19.8K | 0.05% | 292 |
|
|
2018
Q1 | $1.49M | Buy |
10,072
+1,390
| +16% | +$227K | 0.04% | 371 |
|
|
2017
Q4 | $1.47M | Sell |
8,682
-42
| -0.5% | -$6.73K | 0.04% | 427 |
|
|
2017
Q3 | $1.3M | Buy |
8,724
+1,074
| +14% | +$150K | 0.04% | 441 |
|
|
2017
Q2 | $974K | Buy |
7,650
+315
| +4% | +$40K | 0.03% | 521 |
|
|
2017
Q1 | $951K | Sell |
7,335
-3,251
| -31% | -$402K | 0.03% | 542 |
|
|
2016
Q4 | $1.17M | Sell |
10,586
-5,964
| -36% | -$630K | 0.03% | 473 |
|
|
2016
Q3 | $1.65M | Buy |
16,550
+3,284
| +25% | +$318K | 0.07% | 255 |
|
|
2016
Q2 | $1.19M | Buy |
13,266
+3,931
| +42% | +$380K | 0.05% | 308 |
|
|
2016
Q1 | $878K | Buy |
9,335
+5,149
| +123% | +$462K | 0.04% | 400 |
|
|
2015
Q4 | $445K | Buy |
+4,186
| New | +$468K | 0.02% | 593 |
|
|
2015
Q3 | – | Sell |
-8,944
| Closed | -$1.12M | – | 740 |
|
|
2015
Q2 | $1.12M | Sell |
8,944
-456
| -5% | -$58.1K | 0.06% | 300 |
|
|
2015
Q1 | $1.23M | Buy |
9,400
+253
| +3% | +$33.3K | 0.03% | 516 |
|
|
2014
Q4 | $1.21M | Sell |
9,147
-453
| -5% | -$57.3K | 0.07% | 246 |
|
|
2014
Q3 | $1.18M | Buy |
9,600
+19
| +0.2% | +$2.33K | 0.08% | 280 |
|
|
2014
Q2 | $1.15M | Buy |
9,581
+141
| +1% | +$15.8K | 0.08% | 300 |
|
|
2014
Q1 | $1.04M | Buy |
9,440
+3,627
| +62% | +$397K | 0.09% | 236 |
|
|
2013
Q4 | $669K | Sell |
5,813
-776
| -12% | -$80.1K | 0.07% | 291 |
|
|
2013
Q3 | $600K | Buy |
6,589
+1,491
| +29% | +$132K | 0.07% | 255 |
|
|
2013
Q2 | $412K | Buy |
+5,098
| New | +$396K | 0.05% | 299 |
|
Other funds holding AMP
