First National 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
Q1 | – | Sell |
-717
| Closed | -$382K | – | 387 |
|
|
2024
Q4 | $382K | Hold |
717
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $337K | Buy |
717
+109
| +18% | +$51.2K | 0.01% | 322 |
|
|
2024
Q2 | $260K | Buy |
608
+1
| +0.2% | +$427 | 0.01% | 345 |
|
|
2024
Q1 | $266K | Hold |
607
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $231K | Buy |
+607
| New | +$231K | 0.01% | 346 |
|
|
2022
Q2 | – | Sell |
-704
| Closed | -$211K | – | 373 |
|
|
2022
Q1 | $211K | Buy |
704
+13
| +2% | +$3.9K | 0.01% | 352 |
|
|
2021
Q4 | $208K | Buy |
+691
| New | +$208K | 0.01% | 357 |
|
|
2016
Q1 | – | Sell |
-1,959
| Closed | -$208K | – | 294 |
|
|
2015
Q4 | $208K | Buy |
+1,959
| New | +$208K | 0.03% | 278 |
|