Global Retirement Partners’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 | $2.23M | Buy |
+4,181
| New | +$2.23M | 0.06% | 310 |
|
|
2024
Q4 | $2M | Buy |
3,748
+16
| +0.4% | +$8.52K | 0.06% | 301 |
|
|
2024
Q3 | $1.75M | Buy |
3,732
+301
| +9% | +$141K | 0.05% | 307 |
|
|
2024
Q2 | $1.47M | Buy |
3,431
+2,280
| +198% | +$974K | 0.05% | 342 |
|
|
2024
Q1 | $504K | Buy |
1,151
+12
| +1% | +$5.26K | 0.02% | 531 |
|
|
2023
Q4 | $425K | Buy |
1,139
+14
| +1% | +$5.23K | 0.02% | 531 |
|
|
2023
Q3 | $358K | Buy |
1,125
+9
| +0.8% | +$2.86K | 0.02% | 511 |
|
|
2023
Q2 | $371K | Sell |
1,116
-53
| -5% | -$17.6K | 0.02% | 513 |
|
|
2023
Q1 | $338K | Buy |
1,169
+194
| +20% | +$56K | 0.02% | 521 |
|
|
2022
Q4 | $304K | Buy |
975
+26
| +3% | +$8.1K | 0.02% | 484 |
|
|
2022
Q3 | $293K | Sell |
949
-13
| -1% | -$4.01K | 0.02% | 478 |
|
|
2022
Q2 | $229K | Sell |
962
-4
| -0.4% | -$952 | 0.02% | 518 |
|
|
2022
Q1 | $252K | Buy |
+966
| New | +$252K | 0.02% | 505 |
|
|
2021
Q4 | – | Sell |
-776
| Closed | -$205K | – | 314 |
|
|
2021
Q3 | $205K | Buy |
776
+25
| +3% | +$6.6K | 0.02% | 462 |
|
|
2021
Q2 | $187K | Buy |
751
+28
| +4% | +$6.97K | 0.02% | 471 |
|
|
2021
Q1 | $168K | Sell |
723
-64
| -8% | -$14.9K | 0.02% | 444 |
|
|
2020
Q4 | $153K | Buy |
787
+3
| +0.4% | +$583 | 0.02% | 446 |
|
|
2020
Q3 | $121K | Buy |
784
+11
| +1% | +$1.7K | 0.02% | 445 |
|
|
2020
Q2 | $116K | Buy |
773
+68
| +10% | +$10.2K | 0.02% | 456 |
|
|
2020
Q1 | $72K | Hold |
705
| – | – | 0.01% | 488 |
|
|
2019
Q4 | $117K | Sell |
705
-5
| -0.7% | -$830 | 0.02% | 455 |
|
|
2019
Q3 | $104K | Buy |
710
+31
| +5% | +$4.54K | 0.02% | 462 |
|
|
2019
Q2 | $99K | Buy |
679
+8
| +1% | +$1.17K | 0.02% | 450 |
|
|
2019
Q1 | $86K | Sell |
671
-1
| -0.1% | -$128 | 0.02% | 424 |
|
|
2018
Q4 | $70K | Sell |
672
-473
| -41% | -$49.3K | 0.02% | 441 |
|
|
2018
Q3 | $169K | Buy |
1,145
+1
| +0.1% | +$148 | 0.04% | 322 |
|
|
2018
Q2 | $160K | Buy |
1,144
+80
| +8% | +$11.2K | 0.04% | 313 |
|
|
2018
Q1 | $157K | Buy |
1,064
+509
| +92% | +$75.1K | 0.04% | 315 |
|
|
2017
Q4 | $94K | Sell |
555
-7
| -1% | -$1.19K | 0.03% | 372 |
|
|
2017
Q3 | $83K | Sell |
562
-19
| -3% | -$2.81K | 0.03% | 342 |
|
|
2017
Q2 | $74K | Hold |
581
| – | – | 0.03% | 345 |
|
|
2017
Q1 | $75K | Buy |
581
+18
| +3% | +$2.32K | 0.04% | 322 |
|
|
2016
Q4 | $62K | Buy |
+563
| New | +$62K | 0.04% | 324 |
|