HBK Sorce Advisory’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $500K | Buy |
892
+24
| +3% | +$11K | 0.01% | 387 |
|
|
2026
Q1 | $404K | Buy |
868
+14
| +2% | +$6.75K | 0.01% | 421 |
|
|
2025
Q4 | $464K | Sell |
854
-19
| -2% | -$9.02K | 0.01% | 375 |
|
|
2025
Q3 | $420K | Sell |
873
-1
| -0.1% | -$513 | 0.01% | 393 |
|
|
2025
Q2 | $466K | Buy |
874
+11
| +1% | +$5.43K | 0.01% | 354 |
|
|
2025
Q1 | $418K | Sell |
863
-79
| -8% | -$41.4K | 0.01% | 374 |
|
|
2024
Q4 | $502K | Buy |
942
+84
| +10% | +$44.8K | 0.02% | 337 |
|
|
2024
Q3 | $403K | Sell |
858
-8
| -0.9% | -$3.47K | 0.01% | 392 |
|
|
2024
Q2 | $370K | Buy |
866
+62
| +8% | +$26.5K | 0.01% | 394 |
|
|
2024
Q1 | $353K | Sell |
804
-5
| -0.6% | -$2K | 0.01% | 416 |
|
|
2023
Q4 | $307K | Buy |
809
+16
| +2% | +$5.49K | 0.01% | 418 |
|
|
2023
Q3 | $261K | Buy |
793
+5
| +0.6% | +$1.71K | 0.01% | 449 |
|
|
2023
Q2 | $262K | Sell |
788
-1
| -0.1% | -$307 | 0.01% | 477 |
|
|
2023
Q1 | $242K | Sell |
789
-3,007
| -79% | -$985K | 0.01% | 489 |
|
|
2022
Q4 | $1.18M | Buy |
3,796
+1,936
| +104% | +$591K | 0.03% | 258 |
|
|
2022
Q3 | $469K | Buy |
+1,860
| New | +$489K | 0.03% | 274 |
|
|
2022
Q2 | – | Sell |
-1,628
| Closed | -$489K | – | 471 |
|
|
2022
Q1 | $489K | Sell |
1,628
-53
| -3% | -$16K | 0.03% | 308 |
|
|
2021
Q4 | $507K | Buy |
1,681
+6
| +0.4% | +$1.77K | 0.03% | 323 |
|
|
2021
Q3 | $442K | Sell |
1,675
-66
| -4% | -$17.3K | 0.02% | 342 |
|
|
2021
Q2 | $433K | Sell |
1,741
-111
| -6% | -$28K | 0.02% | 346 |
|
|
2021
Q1 | $430K | Buy |
1,852
+25
| +1% | +$5.41K | 0.03% | 328 |
|
|
2020
Q4 | $355K | Sell |
1,827
-95
| -5% | -$17K | 0.02% | 339 |
|
|
2020
Q3 | $296K | Buy |
1,922
+111
| +6% | +$17.1K | 0.02% | 354 |
|
|
2020
Q2 | $272K | Buy |
+1,811
| New | +$232K | 0.02% | 347 |
|
|
2020
Q1 | – | Sell |
-1,629
| Closed | -$271K | – | 399 |
|
|
2019
Q4 | $271K | Buy |
1,629
+47
| +3% | +$7.28K | 0.02% | 363 |
|
|
2019
Q3 | $233K | Buy |
1,582
+26
| +2% | +$3.64K | 0.02% | 368 |
|
|
2019
Q2 | $226K | Buy |
+1,556
| New | +$225K | 0.02% | 363 |
|
|
2018
Q4 | – | Sell |
-1,501
| Closed | -$222K | – | 385 |
|
|
2018
Q3 | $222K | Sell |
1,501
-4
| -0.3% | -$572 | 0.03% | 357 |
|
|
2018
Q2 | $211K | Sell |
1,505
-280
| -16% | -$39.7K | 0.02% | 357 |
|
|
2018
Q1 | $264K | Buy |
1,785
+6
| +0.3% | +$979 | 0.03% | 309 |
|
|
2017
Q4 | $301K | Buy |
1,779
+9
| +0.5% | +$1.44K | 0.04% | 306 |
|
|
2017
Q3 | $263K | Sell |
1,770
-2
| -0.1% | -$279 | 0.04% | 265 |
|
|
2017
Q2 | $226K | Buy |
+1,772
| New | +$225K | 0.04% | 271 |
|
|
2017
Q1 | – | Sell |
-1,944
| Closed | -$241K | – | 307 |
|
|
2016
Q4 | $216K | Buy |
+1,944
| New | +$205K | 0.04% | 275 |
|
Other funds holding AMP
HBK Sorce Advisory's AMP Position: Q2 2026 in Review
HBK Sorce Advisory increased its Ameriprise Financial (AMP) stake by 2.8% in Q2 2026, buying an estimated $11K and bringing the position to 892 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #387.
HBK Sorce Advisory first reported a position in AMP in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.18M in Q4 2022. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- HBK Sorce Advisory held 892 shares of Ameriprise Financial worth $500K as of Q2 2026.
- HBK Sorce Advisory bought 24 Ameriprise Financial shares in Q2 2026, an estimated $11K.
- Ameriprise Financial made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #387 holding.
- HBK Sorce Advisory first reported a position in Ameriprise Financial in Q4 2016 and has held it in 34 quarters since.
- HBK Sorce Advisory's Ameriprise Financial position peaked at $1.18M in Q4 2022.
- 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.