Fidelis Capital Partners’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 | $361K | Buy |
711
+10
| +1% | +$5.08K | 0.03% | 317 |
|
|
2025
Q1 | $327K | Buy |
701
+5
| +0.7% | +$2.33K | 0.03% | 304 |
|
|
2024
Q4 | $374K | Buy |
696
+9
| +1% | +$4.83K | 0.04% | 300 |
|
|
2024
Q3 | $358K | Buy |
687
+9
| +1% | +$4.68K | 0.04% | 289 |
|
|
2024
Q2 | $266K | Buy |
678
+35
| +5% | +$13.7K | 0.04% | 304 |
|
|
2024
Q1 | $282K | Sell |
643
-13
| -2% | -$5.7K | 0.04% | 299 |
|
|
2023
Q4 | $249K | Buy |
656
+32
| +5% | +$12.2K | 0.06% | 277 |
|
|
2023
Q3 | $206K | Buy |
+624
| New | +$206K | 0.07% | 256 |
|