Gladstone Institutional Advisory’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
$829K Sell
1,553
-68
-4% -$36.3K 0.03% 385
2025
Q1
$785K Buy
1,621
+616
+61% +$298K 0.04% 375
2024
Q4
$535K Sell
1,005
-329
-25% -$175K 0.02% 461
2024
Q3
$627K Buy
1,334
+2
+0.2% +$940 0.03% 402
2024
Q2
$569K Sell
1,332
-46
-3% -$19.7K 0.03% 399
2024
Q1
$604K Sell
1,378
-120
-8% -$52.6K 0.03% 374
2023
Q4
$569K Sell
1,498
-69
-4% -$26.2K 0.03% 394
2023
Q3
$517K Sell
1,567
-39
-2% -$12.9K 0.03% 380
2023
Q2
$533K Buy
1,606
+36
+2% +$12K 0.03% 391
2023
Q1
$481K Sell
1,570
-522
-25% -$160K 0.03% 413
2022
Q4
$651K Sell
2,092
-285
-12% -$88.7K 0.05% 350
2022
Q3
$599K Sell
2,377
-423
-15% -$107K 0.05% 358
2022
Q2
$666K Sell
2,800
-90
-3% -$21.4K 0.05% 350
2022
Q1
$868K Sell
2,890
-943
-25% -$283K 0.06% 321
2021
Q4
$1.16M Sell
3,833
-760
-17% -$229K 0.09% 252
2021
Q3
$1.21M Buy
4,593
+3,267
+246% +$863K 0.12% 208
2021
Q2
$330K Buy
+1,326
New +$330K 0.04% 376