FineMark National Bank & Trust’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 | $4M | Buy |
7,497
+475
| +7% | +$254K | 0.14% | 128 |
|
|
2025
Q1 | $3.4M | Buy |
7,022
+28
| +0.4% | +$13.6K | 0.12% | 130 |
|
|
2024
Q4 | $3.72M | Sell |
6,994
-5
| -0.1% | -$2.66K | 0.13% | 121 |
|
|
2024
Q3 | $3.29M | Sell |
6,999
-19
| -0.3% | -$8.93K | 0.11% | 125 |
|
|
2024
Q2 | $3M | Sell |
7,018
-10
| -0.1% | -$4.27K | 0.11% | 129 |
|
|
2024
Q1 | $3.08M | Sell |
7,028
-8
| -0.1% | -$3.51K | 0.11% | 126 |
|
|
2023
Q4 | $2.67M | Sell |
7,036
-10
| -0.1% | -$3.8K | 0.11% | 129 |
|
|
2023
Q3 | $2.32M | Buy |
7,046
+6
| +0.1% | +$1.98K | 0.1% | 136 |
|
|
2023
Q2 | $2.34M | Buy |
7,040
+11
| +0.2% | +$3.65K | 0.1% | 138 |
|
|
2023
Q1 | $2.15M | Buy |
7,029
+45
| +0.6% | +$13.8K | 0.09% | 144 |
|
|
2022
Q4 | $2.17M | Sell |
6,984
-40
| -0.6% | -$12.5K | 0.1% | 137 |
|
|
2022
Q3 | $1.77M | Sell |
7,024
-13
| -0.2% | -$3.28K | 0.08% | 148 |
|
|
2022
Q2 | $1.67M | Buy |
7,037
+145
| +2% | +$34.5K | 0.07% | 164 |
|
|
2022
Q1 | $2.07M | Buy |
6,892
+62
| +0.9% | +$18.6K | 0.08% | 150 |
|
|
2021
Q4 | $2.06M | Hold |
6,830
| – | – | 0.08% | 148 |
|
|
2021
Q3 | $1.8M | Sell |
6,830
-179
| -3% | -$47.3K | 0.08% | 156 |
|
|
2021
Q2 | $1.74M | Buy |
7,009
+30
| +0.4% | +$7.47K | 0.07% | 159 |
|
|
2021
Q1 | $1.62M | Sell |
6,979
-18
| -0.3% | -$4.18K | 0.07% | 163 |
|
|
2020
Q4 | $1.36M | Sell |
6,997
-3
| -0% | -$583 | 0.06% | 166 |
|
|
2020
Q3 | $1.08M | Sell |
7,000
-131
| -2% | -$20.2K | 0.05% | 177 |
|
|
2020
Q2 | $1.07M | Sell |
7,131
-218
| -3% | -$32.7K | 0.06% | 168 |
|
|
2020
Q1 | $753K | Sell |
7,349
-317
| -4% | -$32.5K | 0.05% | 182 |
|
|
2019
Q4 | $1.28M | Sell |
7,666
-15
| -0.2% | -$2.5K | 0.06% | 157 |
|
|
2019
Q3 | $1.13M | Buy |
7,681
+73
| +1% | +$10.7K | 0.06% | 161 |
|
|
2019
Q2 | $1.1M | Buy |
7,608
+26
| +0.3% | +$3.77K | 0.06% | 165 |
|
|
2019
Q1 | $971K | Sell |
7,582
-513
| -6% | -$65.7K | 0.06% | 163 |
|
|
2018
Q4 | $845K | Sell |
8,095
-259
| -3% | -$27K | 0.06% | 176 |
|
|
2018
Q3 | $1.23M | Buy |
8,354
+155
| +2% | +$22.9K | 0.08% | 139 |
|
|
2018
Q2 | $1.15M | Buy |
8,199
+325
| +4% | +$45.5K | 0.07% | 155 |
|
|
2018
Q1 | $1.17M | Buy |
+7,874
| New | +$1.17M | 0.07% | 152 |
|
|
2017
Q4 | – | Sell |
-2,469
| Closed | -$367K | – | 368 |
|
|
2017
Q3 | $367K | Sell |
2,469
-1,029
| -29% | -$153K | 0.02% | 266 |
|
|
2017
Q2 | $445K | Sell |
3,498
-657
| -16% | -$83.6K | 0.03% | 239 |
|
|
2017
Q1 | $539K | Buy |
4,155
+650
| +19% | +$84.3K | 0.04% | 207 |
|
|
2016
Q4 | $389K | Buy |
3,505
+3,095
| +755% | +$343K | 0.03% | 246 |
|
|
2016
Q3 | $41K | Hold |
410
| – | – | ﹤0.01% | 651 |
|
|
2016
Q2 | $37K | Hold |
410
| – | – | ﹤0.01% | 674 |
|
|
2016
Q1 | $39K | Sell |
410
-100
| -20% | -$9.51K | ﹤0.01% | 639 |
|
|
2015
Q4 | $54K | Sell |
510
-102
| -17% | -$10.8K | 0.01% | 576 |
|
|
2015
Q3 | $67K | Sell |
612
-1,332
| -69% | -$146K | 0.01% | 545 |
|
|
2015
Q2 | $243K | Hold |
1,944
| – | – | 0.03% | 308 |
|
|
2015
Q1 | $255K | Buy |
1,944
+300
| +18% | +$39.4K | 0.03% | 302 |
|
|
2014
Q4 | $218K | Hold |
1,644
| – | – | 0.03% | 336 |
|
|
2014
Q3 | $203K | Buy |
1,644
+426
| +35% | +$52.6K | 0.03% | 335 |
|
|
2014
Q2 | $146K | Buy |
1,218
+500
| +70% | +$59.9K | 0.02% | 384 |
|
|
2014
Q1 | $79K | Buy |
718
+600
| +508% | +$66K | 0.01% | 499 |
|
|
2013
Q4 | $13K | Buy |
118
+17
| +17% | +$1.87K | ﹤0.01% | 952 |
|
|
2013
Q3 | $9K | Buy |
101
+11
| +12% | +$980 | ﹤0.01% | 1000 |
|
|
2013
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 1025 |
|