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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Sell |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $226K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $216K | Buy |
|