IBEX Wealth Advisors’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 Q4	–	Sell	-1,142	Closed	-$561K	–	128
2025 Q3	$561K	Buy	1,142 +2	+0.2%	+$1.02K	0.05%	149
2025 Q2	$608K	Buy	+1,140	New	+$563K	0.06%	140
2025 Q1	–	Sell	-1,565	Closed	-$833K	–	128
2024 Q4	$833K	Sell	1,565 -36,688	-96%	-$19.6M	0.1%	124
2024 Q3	$2.8M	Buy	38,253 +36,733	+2,417%	+$15.9M	0.77%	45
2024 Q2	$649K	Buy	1,520 +164	+12%	+$70.1K	0.1%	85
2024 Q1	$422K	Buy	1,356 +1,355	+135,500%	+$543K	0.11%	98
2023 Q4	$525	Sell	1 -1,236	-100%	-$424K	0.11%	78
2023 Q3	$408K	Buy	+1,237	New	+$422K	0.1%	89
2023 Q1	$380K	Sell	1,241 -115	-8%	-$37.7K	0.1%	93
2022 Q4	$422K	Buy	1,356 +65	+5%	+$19.8K	0.1%	140
2022 Q3	$325K	Sell	1,291 -9	-0.7%	-$2.37K	0.08%	120
2022 Q2	$309K	Buy	1,300 +55	+4%	+$14.7K	0.07%	125
2022 Q1	$374K	Buy	1,245 +289	+30%	+$87.4K	0.07%	129
2021 Q4	$288K	Buy	956 +51	+6%	+$15.1K	0.05%	151
2021 Q3	$239K	Buy	+905	New	+$237K	0.05%	159