Geneos Wealth Management’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 | $239K | Sell |
447
-94
| -17% | -$50.2K | 0.01% | 931 |
|
|
2025
Q1 | $548K | Buy |
541
+193
| +55% | +$195K | 0.01% | 862 |
|
|
2024
Q4 | $185K | Sell |
348
-6
| -2% | -$3.2K | 0.01% | 870 |
|
|
2024
Q3 | $166K | Buy |
354
+257
| +265% | +$121K | 0.01% | 817 |
|
|
2024
Q2 | $41.4K | Sell |
97
-40
| -29% | -$17.1K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $60.1K | Buy |
137
+50
| +57% | +$21.9K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $33K | Buy |
87
+6
| +7% | +$2.28K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $26.7K | Hold |
81
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q2 | $26.9K | Hold |
81
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q1 | $24.8K | Sell |
81
-221
| -73% | -$67.7K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $94K | Buy |
302
+24
| +9% | +$7.47K | 0.01% | 844 |
|
|
2022
Q3 | $70K | Sell |
278
-446
| -62% | -$112K | ﹤0.01% | 916 |
|
|
2022
Q2 | $172K | Hold |
724
| – | – | 0.01% | 801 |
|
|
2022
Q1 | $217K | Sell |
724
-56
| -7% | -$16.8K | 0.01% | 771 |
|
|
2021
Q4 | $235K | Sell |
780
-9
| -1% | -$2.71K | 0.01% | 792 |
|
|
2021
Q3 | $211K | Sell |
789
-61
| -7% | -$16.3K | 0.01% | 833 |
|
|
2021
Q2 | $213K | Sell |
850
-5
| -0.6% | -$1.25K | 0.01% | 814 |
|
|
2021
Q1 | $220K | Buy |
855
+32
| +4% | +$8.23K | 0.01% | 926 |
|
|
2020
Q4 | $191K | Buy |
823
+56
| +7% | +$13K | 0.01% | 840 |
|
|
2020
Q3 | $112K | Hold |
767
| – | – | 0.01% | 899 |
|
|
2020
Q2 | $112K | Buy |
767
+240
| +46% | +$35K | 0.01% | 867 |
|
|
2020
Q1 | $54K | Hold |
527
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q4 | $87K | Sell |
527
-90
| -15% | -$14.9K | ﹤0.01% | 998 |
|
|
2019
Q3 | $91K | Sell |
617
-72
| -10% | -$10.6K | 0.01% | 927 |
|
|
2019
Q2 | $100K | Sell |
689
-7
| -1% | -$1.02K | 0.01% | 907 |
|
|
2019
Q1 | $89K | Sell |
696
-37
| -5% | -$4.73K | 0.01% | 900 |
|
|
2018
Q4 | $75K | Sell |
733
-13
| -2% | -$1.33K | 0.01% | 929 |
|
|
2018
Q3 | $110K | Buy |
746
+77
| +12% | +$11.4K | 0.01% | 850 |
|
|
2018
Q2 | $93K | Buy |
669
+1
| +0.1% | +$139 | 0.01% | 815 |
|
|
2018
Q1 | $98K | Sell |
668
-400
| -37% | -$58.7K | 0.01% | 759 |
|
|
2017
Q4 | $181K | Buy |
1,068
+13
| +1% | +$2.2K | 0.02% | 569 |
|
|
2017
Q3 | $156K | Hold |
1,055
| – | – | 0.02% | 583 |
|
|
2017
Q2 | $134K | Sell |
1,055
-46
| -4% | -$5.84K | 0.01% | 603 |
|
|
2017
Q1 | $142K | Buy |
1,101
+496
| +82% | +$64K | 0.01% | 562 |
|
|
2016
Q4 | $67K | Hold |
605
| – | – | 0.01% | 729 |
|
|
2016
Q3 | $60K | Buy |
605
+16
| +3% | +$1.59K | 0.01% | 747 |
|
|
2016
Q2 | $52K | Buy |
589
+11
| +2% | +$971 | 0.01% | 794 |
|
|
2016
Q1 | $54K | Buy |
+578
| New | +$54K | 0.01% | 769 |
|