Heritage Investment Group’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
Q2
$265K Sell
2025
Q1
$244K Sell
2024
Q4
$289K Hold
2024
Q3
$255K Hold
2024
Q2
$232K Hold
2024
Q1
$238K Sell
2023
Q4
$245K Buy