Heartland Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,607
Closed -$1.39M 163
2024
Q4
$1.39M Sell
2,607
-82
-3% -$43.7K 0.75% 28
2024
Q3
$1.26M Sell
2,689
-66
-2% -$31K 0.68% 24
2024
Q2
$1.18M Buy
2,755
+24
+0.9% +$10.3K 0.67% 29
2024
Q1
$1.2M Sell
2,731
-44
-2% -$19.3K 0.7% 27
2023
Q4
$1.05M Sell
2,775
-91
-3% -$34.6K 0.73% 26
2023
Q3
$945K Sell
2,866
-2
-0.1% -$659 0.75% 31
2023
Q2
$953K Sell
2,868
-260
-8% -$86.4K 0.74% 32
2023
Q1
$959K Buy
3,128
+458
+17% +$140K 0.72% 35
2022
Q4
$831K Buy
+2,670
New +$831K 0.61% 33