IEQ Capital’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 | $6.87M | Sell |
12,870
-61
| -0.5% | -$32.6K | 0.04% | 340 |
|
2025
Q1 | $6.26M | Buy |
12,931
+3,945
| +44% | +$1.91M | 0.05% | 288 |
|
2024
Q4 | $4.78M | Buy |
8,986
+708
| +9% | +$377K | 0.05% | 276 |
|
2024
Q3 | $3.89M | Buy |
8,278
+699
| +9% | +$328K | 0.05% | 229 |
|
2024
Q2 | $3.24M | Buy |
7,579
+416
| +6% | +$178K | 0.04% | 240 |
|
2024
Q1 | $3.14M | Buy |
7,163
+1,219
| +21% | +$535K | 0.05% | 245 |
|
2023
Q4 | $2.26M | Buy |
5,944
+605
| +11% | +$230K | 0.04% | 270 |
|
2023
Q3 | $1.76M | Sell |
5,339
-122
| -2% | -$40.2K | 0.04% | 286 |
|
2023
Q2 | $1.81M | Buy |
5,461
+53
| +1% | +$17.6K | 0.04% | 283 |
|
2023
Q1 | $1.66M | Buy |
5,408
+596
| +12% | +$183K | 0.04% | 285 |
|
2022
Q4 | $1.5M | Sell |
4,812
-61
| -1% | -$19K | 0.04% | 291 |
|
2022
Q3 | $1.23M | Buy |
4,873
+1,636
| +51% | +$412K | 0.03% | 318 |
|
2022
Q2 | $769K | Buy |
3,237
+880
| +37% | +$209K | 0.02% | 364 |
|
2022
Q1 | $708K | Buy |
2,357
+490
| +26% | +$147K | 0.02% | 409 |
|
2021
Q4 | $563K | Sell |
1,867
-143
| -7% | -$43.1K | 0.01% | 433 |
|
2021
Q3 | $531K | Buy |
2,010
+595
| +42% | +$157K | 0.01% | 416 |
|
2021
Q2 | $352K | Buy |
1,415
+326
| +30% | +$81.1K | 0.01% | 426 |
|
2021
Q1 | $253K | Buy |
+1,089
| New | +$253K | 0.01% | 406 |
|
2020
Q1 | – | Sell |
-1,663
| Closed | -$278K | – | 375 |
|
2019
Q4 | $278K | Buy |
+1,663
| New | +$278K | 0.02% | 327 |
|