FinTrust Capital Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $204K | Buy |
434
+96
| +28% | +$45.1K | 0.03% | 312 |
|
|
2024
Q2 | $144K | Buy |
338
+291
| +619% | +$124K | 0.03% | 343 |
|
|
2024
Q1 | $20.6K | Sell |
47
-267
| -85% | -$117K | ﹤0.01% | 709 |
|
|
2023
Q4 | $119K | Hold |
314
| – | – | 0.02% | 334 |
|
|
2023
Q3 | $104K | Buy |
314
+212
| +208% | +$69.9K | 0.02% | 333 |
|
|
2023
Q2 | $31.8K | Hold |
102
| – | – | 0.01% | 535 |
|
|
2023
Q1 | $31.8K | Hold |
102
| – | – | 0.01% | 535 |
|
|
2022
Q4 | $31.8K | Buy |
+102
| New | +$31.8K | 0.01% | 535 |
|
|
2022
Q1 | – | Sell |
-365
| Closed | -$110K | – | 1207 |
|
|
2021
Q4 | $110K | Buy |
365
+45
| +14% | +$13.6K | 0.03% | 398 |
|
|
2021
Q3 | $85K | Hold |
320
| – | – | 0.02% | 451 |
|
|
2021
Q2 | $80K | Sell |
320
-80
| -20% | -$20K | 0.02% | 462 |
|
|
2021
Q1 | $93K | Sell |
400
-7
| -2% | -$1.63K | 0.03% | 427 |
|
|
2020
Q4 | $79K | Sell |
407
-8
| -2% | -$1.55K | 0.03% | 423 |
|
|
2020
Q3 | $64 | Buy |
415
+189
| +84% | +$29 | 0.01% | 442 |
|
|
2020
Q2 | $34K | Sell |
226
-3,155
| -93% | -$475K | 0.01% | 542 |
|
|
2020
Q1 | $346K | Sell |
3,381
-254
| -7% | -$26K | 0.17% | 122 |
|
|
2019
Q4 | $606K | Sell |
3,635
-704
| -16% | -$117K | 0.25% | 93 |
|
|
2019
Q3 | $638K | Buy |
4,339
+151
| +4% | +$22.2K | 0.22% | 79 |
|
|
2019
Q2 | $608K | Buy |
4,188
+3,713
| +782% | +$539K | 0.24% | 88 |
|
|
2019
Q1 | $61K | Buy |
+475
| New | +$61K | 0.03% | 347 |
|