Gofen & Glossberg’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $930K | Hold |
2,987
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $753K | Hold |
2,987
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $710K | Sell |
2,987
-25
| -0.8% | -$5.94K | 0.02% | 267 |
|
|
2022
Q1 | $905K | Sell |
3,012
-10
| -0.3% | -$3.01K | 0.02% | 252 |
|
|
2021
Q4 | $912K | Sell |
3,022
-59
| -2% | -$17.8K | 0.02% | 255 |
|
|
2021
Q3 | $814K | Hold |
3,081
| – | – | 0.02% | 265 |
|
|
2021
Q2 | $767K | Buy |
3,081
+134
| +5% | +$33.4K | 0.02% | 272 |
|
|
2021
Q1 | $685K | Sell |
2,947
-125
| -4% | -$29.1K | 0.02% | 284 |
|
|
2020
Q4 | $597K | Hold |
3,072
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $473K | Hold |
3,072
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $461K | Sell |
3,072
-136
| -4% | -$20.4K | 0.02% | 292 |
|
|
2020
Q1 | $329K | Sell |
3,208
-500
| -13% | -$51.3K | 0.01% | 314 |
|
|
2019
Q4 | $618K | Sell |
3,708
-186
| -5% | -$31K | 0.02% | 266 |
|
|
2019
Q3 | $573K | Sell |
3,894
-70
| -2% | -$10.3K | 0.02% | 271 |
|
|
2019
Q2 | $575K | Sell |
3,964
-50
| -1% | -$7.25K | 0.02% | 267 |
|
|
2019
Q1 | $514K | Sell |
4,014
-1,264
| -24% | -$162K | 0.02% | 270 |
|
|
2018
Q4 | $551K | Hold |
5,278
| – | – | 0.02% | 250 |
|
|
2018
Q3 | $779K | Sell |
5,278
-30
| -0.6% | -$4.43K | 0.03% | 229 |
|
|
2018
Q2 | $742K | Sell |
5,308
-150
| -3% | -$21K | 0.03% | 229 |
|
|
2018
Q1 | $807K | Sell |
5,458
-965
| -15% | -$143K | 0.03% | 225 |
|
|
2017
Q4 | $1.09M | Sell |
6,423
-2,000
| -24% | -$339K | 0.04% | 204 |
|
|
2017
Q3 | $1.25M | Sell |
8,423
-1,060
| -11% | -$157K | 0.05% | 194 |
|
|
2017
Q2 | $1.21M | Sell |
9,483
-6
| -0.1% | -$764 | 0.05% | 199 |
|
|
2017
Q1 | $1.23M | Sell |
9,489
-804
| -8% | -$104K | 0.05% | 194 |
|
|
2016
Q4 | $1.14M | Hold |
10,293
| – | – | 0.05% | 194 |
|
|
2016
Q3 | $1.03M | Sell |
10,293
-97
| -0.9% | -$9.68K | 0.04% | 203 |
|
|
2016
Q2 | $934K | Buy |
10,390
+1,695
| +19% | +$152K | 0.04% | 208 |
|
|
2016
Q1 | $817K | Buy |
8,695
+322
| +4% | +$30.3K | 0.03% | 219 |
|
|
2015
Q4 | $891K | Buy |
8,373
+30
| +0.4% | +$3.19K | 0.04% | 210 |
|
|
2015
Q3 | $910K | Buy |
8,343
+140
| +2% | +$15.3K | 0.04% | 214 |
|
|
2015
Q2 | $1.03M | Sell |
8,203
-85
| -1% | -$10.6K | 0.04% | 209 |
|
|
2015
Q1 | $1.08M | Buy |
8,288
+1,015
| +14% | +$133K | 0.05% | 206 |
|
|
2014
Q4 | $962K | Hold |
7,273
| – | – | 0.04% | 212 |
|
|
2014
Q3 | $897K | Hold |
7,273
| – | – | 0.04% | 211 |
|
|
2014
Q2 | $873K | Buy |
7,273
+111
| +2% | +$13.3K | 0.04% | 211 |
|
|
2014
Q1 | $781K | Buy |
7,162
+480
| +7% | +$52.3K | 0.04% | 214 |
|
|
2013
Q4 | $769K | Hold |
6,682
| – | – | 0.04% | 215 |
|
|
2013
Q3 | $609K | Hold |
6,682
| – | – | 0.03% | 228 |
|
|
2013
Q2 | $540K | Buy |
+6,682
| New | +$540K | 0.03% | 227 |
|