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 |
|