FOA
Five Oceans Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
581
+3
| +0.5% | +$1.6K | 0.13% | 107 |
|
|
2025
Q1 | $280K | Buy |
578
+3
| +0.5% | +$1.45K | 0.13% | 108 |
|
|
2024
Q4 | $306K | Buy |
575
+4
| +0.7% | +$2.13K | 0.14% | 95 |
|
|
2024
Q3 | $268K | Hold |
571
| – | – | 0.13% | 138 |
|
|
2024
Q2 | $244K | Sell |
571
-64
| -10% | -$27.3K | 0.13% | 132 |
|
|
2024
Q1 | $278K | Buy |
635
+1
| +0.2% | +$438 | 0.14% | 132 |
|
|
2023
Q4 | $241K | Sell |
634
-3
| -0.5% | -$1.14K | 0.13% | 134 |
|
|
2023
Q3 | $210K | Buy |
637
+2
| +0.3% | +$659 | 0.13% | 132 |
|
|
2023
Q2 | $211K | Buy |
+635
| New | +$211K | 0.14% | 135 |
|
|
2023
Q1 | – | Sell |
-680
| Closed | -$212K | – | 155 |
|
|
2022
Q4 | $212K | Buy |
+680
| New | +$212K | 0.15% | 133 |
|