HBK Sorce 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 | $466K | Buy |
874
+11
| +1% | +$5.87K | 0.01% | 352 |
|
|
2025
Q1 | $418K | Sell |
863
-79
| -8% | -$38.2K | 0.01% | 372 |
|
|
2024
Q4 | $502K | Buy |
942
+84
| +10% | +$44.7K | 0.02% | 335 |
|
|
2024
Q3 | $403K | Sell |
858
-8
| -0.9% | -$3.76K | 0.01% | 391 |
|
|
2024
Q2 | $370K | Buy |
866
+62
| +8% | +$26.5K | 0.01% | 393 |
|
|
2024
Q1 | $353K | Sell |
804
-5
| -0.6% | -$2.19K | 0.01% | 415 |
|
|
2023
Q4 | $307K | Buy |
809
+16
| +2% | +$6.08K | 0.01% | 416 |
|
|
2023
Q3 | $261K | Buy |
793
+5
| +0.6% | +$1.65K | 0.01% | 447 |
|
|
2023
Q2 | $262K | Sell |
788
-1
| -0.1% | -$332 | 0.01% | 474 |
|
|
2023
Q1 | $242K | Sell |
789
-3,007
| -79% | -$922K | 0.01% | 486 |
|
|
2022
Q4 | $1.18M | Buy |
3,796
+1,936
| +104% | +$603K | 0.03% | 258 |
|
|
2022
Q3 | $469K | Buy |
+1,860
| New | +$469K | 0.03% | 274 |
|
|
2022
Q2 | – | Sell |
-1,628
| Closed | -$489K | – | 471 |
|
|
2022
Q1 | $489K | Sell |
1,628
-53
| -3% | -$15.9K | 0.03% | 308 |
|
|
2021
Q4 | $507K | Buy |
1,681
+6
| +0.4% | +$1.81K | 0.03% | 323 |
|
|
2021
Q3 | $442K | Sell |
1,675
-66
| -4% | -$17.4K | 0.02% | 342 |
|
|
2021
Q2 | $433K | Sell |
1,741
-111
| -6% | -$27.6K | 0.02% | 346 |
|
|
2021
Q1 | $430K | Buy |
1,852
+25
| +1% | +$5.81K | 0.03% | 328 |
|
|
2020
Q4 | $355K | Sell |
1,827
-95
| -5% | -$18.5K | 0.02% | 339 |
|
|
2020
Q3 | $296K | Buy |
1,922
+111
| +6% | +$17.1K | 0.02% | 354 |
|
|
2020
Q2 | $272K | Buy |
+1,811
| New | +$272K | 0.02% | 347 |
|
|
2020
Q1 | – | Sell |
-1,629
| Closed | -$271K | – | 399 |
|
|
2019
Q4 | $271K | Buy |
1,629
+47
| +3% | +$7.82K | 0.02% | 363 |
|
|
2019
Q3 | $233K | Buy |
1,582
+26
| +2% | +$3.83K | 0.02% | 368 |
|
|
2019
Q2 | $226K | Buy |
+1,556
| New | +$226K | 0.02% | 363 |
|
|
2018
Q4 | – | Sell |
-1,501
| Closed | -$222K | – | 385 |
|
|
2018
Q3 | $222K | Sell |
1,501
-4
| -0.3% | -$592 | 0.03% | 357 |
|
|
2018
Q2 | $211K | Sell |
1,505
-280
| -16% | -$39.3K | 0.02% | 357 |
|
|
2018
Q1 | $264K | Buy |
1,785
+6
| +0.3% | +$887 | 0.03% | 309 |
|
|
2017
Q4 | $301K | Buy |
1,779
+9
| +0.5% | +$1.52K | 0.04% | 306 |
|
|
2017
Q3 | $263K | Sell |
1,770
-2
| -0.1% | -$297 | 0.04% | 265 |
|
|
2017
Q2 | $226K | Buy |
+1,772
| New | +$226K | 0.04% | 271 |
|
|
2017
Q1 | – | Sell |
-1,944
| Closed | -$216K | – | 167 |
|
|
2016
Q4 | $216K | Buy |
+1,944
| New | +$216K | 0.04% | 275 |
|