Horan Securities’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Buy |
474
+5
| +1% | +$2.67K | 0.09% | 122 |
|
2025
Q1 | $227K | Hold |
469
| – | – | 0.09% | 117 |
|
2024
Q4 | $250K | Hold |
469
| – | – | 0.09% | 109 |
|
2024
Q3 | $220K | Hold |
469
| – | – | 0.09% | 127 |
|
2024
Q2 | $200K | Hold |
469
| – | – | 0.09% | 122 |
|
2024
Q1 | $206K | Buy |
+469
| New | +$206K | 0.1% | 112 |
|
2023
Q3 | – | Sell |
-469
| Closed | -$156K | – | 124 |
|
2023
Q2 | $156K | Sell |
469
-5
| -1% | -$1.66K | 0.07% | 137 |
|
2023
Q1 | $145K | Buy |
474
+2
| +0.4% | +$613 | 0.07% | 126 |
|
2022
Q4 | $147K | Buy |
+472
| New | +$147K | 0.08% | 117 |
|