GBT
Grove Bank & Trust’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
844
+33
| +4% | +$17.6K | 0.06% | 174 |
|
|
2025
Q1 | $393K | Hold |
811
| – | – | 0.05% | 177 |
|
|
2024
Q4 | $432K | Buy |
811
+38
| +5% | +$20.2K | 0.06% | 160 |
|
|
2024
Q3 | $363K | Sell |
773
-842
| -52% | -$396K | 0.05% | 170 |
|
|
2024
Q2 | $690K | Hold |
1,615
| – | – | 0.11% | 114 |
|
|
2024
Q1 | $708K | Sell |
1,615
-23
| -1% | -$10.1K | 0.12% | 112 |
|
|
2023
Q4 | $622K | Sell |
1,638
-99
| -6% | -$37.6K | 0.11% | 130 |
|
|
2023
Q3 | $573K | Buy |
1,737
+99
| +6% | +$32.6K | 0.12% | 131 |
|
|
2023
Q2 | $544K | Sell |
1,638
-18
| -1% | -$5.98K | 0.11% | 136 |
|
|
2023
Q1 | $508K | Buy |
1,656
+38
| +2% | +$11.6K | 0.11% | 139 |
|
|
2022
Q4 | $504K | Sell |
1,618
-54
| -3% | -$16.8K | 0.11% | 145 |
|
|
2022
Q3 | $421K | Buy |
1,672
+5
| +0.3% | +$1.26K | 0.1% | 152 |
|
|
2022
Q2 | $396K | Sell |
1,667
-101
| -6% | -$24K | 0.09% | 156 |
|
|
2022
Q1 | $531K | Buy |
1,768
+168
| +11% | +$50.5K | 0.1% | 144 |
|
|
2021
Q4 | $483K | Hold |
1,600
| – | – | 0.09% | 154 |
|
|
2021
Q3 | $423K | Buy |
1,600
+95
| +6% | +$25.1K | 0.09% | 155 |
|
|
2021
Q2 | $375K | Sell |
1,505
-6
| -0.4% | -$1.5K | 0.08% | 162 |
|
|
2021
Q1 | $351K | Hold |
1,511
| – | – | 0.08% | 159 |
|
|
2020
Q4 | $294K | Hold |
1,511
| – | – | 0.08% | 166 |
|
|
2020
Q3 | $233K | Buy |
1,511
+2
| +0.1% | +$308 | 0.07% | 166 |
|
|
2020
Q2 | $226K | Buy |
+1,509
| New | +$226K | 0.07% | 162 |
|
|
2020
Q1 | – | Sell |
-1,609
| Closed | -$268K | – | 166 |
|
|
2019
Q4 | $268K | Hold |
1,609
| – | – | 0.08% | 164 |
|
|
2019
Q3 | $237K | Hold |
1,609
| – | – | 0.08% | 162 |
|
|
2019
Q2 | $234K | Sell |
1,609
-7
| -0.4% | -$1.02K | 0.09% | 152 |
|
|
2019
Q1 | $207K | Buy |
+1,616
| New | +$207K | 0.08% | 159 |
|
|
2018
Q4 | – | Sell |
-1,456
| Closed | -$215K | – | 152 |
|
|
2018
Q3 | $215K | Sell |
1,456
-6
| -0.4% | -$886 | 0.09% | 149 |
|
|
2018
Q2 | $205K | Hold |
1,462
| – | – | 0.09% | 151 |
|
|
2018
Q1 | $216K | Sell |
1,462
-70
| -5% | -$10.3K | 0.1% | 156 |
|
|
2017
Q4 | $260K | Hold |
1,532
| – | – | 0.11% | 148 |
|
|
2017
Q3 | $228K | Buy |
1,532
+1,150
| +301% | +$171K | 0.11% | 145 |
|
|
2017
Q2 | $49K | Buy |
382
+203
| +113% | +$26K | 0.03% | 258 |
|
|
2017
Q1 | $23K | Hold |
179
| – | – | 0.02% | 285 |
|
|
2016
Q4 | $20K | Buy |
+179
| New | +$20K | 0.02% | 315 |
|