Great Valley Advisor Group’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 | $489K | Sell |
916
-276
| -23% | -$147K | 0.01% | 612 |
|
|
2025
Q1 | $576K | Buy |
1,192
+108
| +10% | +$52.2K | 0.01% | 560 |
|
|
2024
Q4 | $578K | Buy |
1,084
+85
| +9% | +$45.3K | 0.01% | 549 |
|
|
2024
Q3 | $470K | Buy |
999
+24
| +2% | +$11.3K | 0.01% | 576 |
|
|
2024
Q2 | $416K | Sell |
975
-37
| -4% | -$15.8K | 0.01% | 570 |
|
|
2024
Q1 | $443K | Buy |
1,012
+21
| +2% | +$9.2K | 0.01% | 518 |
|
|
2023
Q4 | $376K | Buy |
991
+152
| +18% | +$57.7K | 0.01% | 526 |
|
|
2023
Q3 | $276K | Buy |
839
+26
| +3% | +$8.56K | 0.01% | 562 |
|
|
2023
Q2 | $271K | Buy |
813
+7
| +0.9% | +$2.33K | 0.01% | 583 |
|
|
2023
Q1 | $247K | Buy |
806
+2
| +0.2% | +$612 | 0.01% | 599 |
|
|
2022
Q4 | $250K | Buy |
+804
| New | +$250K | 0.01% | 601 |
|