IFP Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
76
-38
| -33% | -$7.48K | ﹤0.01% | 2700 |
|
|
2025
Q1 | $19.2K | Buy |
114
+19
| +20% | +$3.19K | ﹤0.01% | 2299 |
|
|
2024
Q4 | $17.6K | Buy |
95
+22
| +30% | +$4.07K | ﹤0.01% | 2308 |
|
|
2024
Q3 | $13K | Sell |
73
-173
| -70% | -$30.8K | ﹤0.01% | 2323 |
|
|
2024
Q2 | $38.4K | Buy |
246
+56
| +29% | +$8.75K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $31.7K | Sell |
190
-67
| -26% | -$11.2K | ﹤0.01% | 1763 |
|
|
2023
Q4 | $38.8K | Sell |
257
-65
| -20% | -$9.82K | ﹤0.01% | 1640 |
|
|
2023
Q3 | $41.9K | Sell |
322
-5
| -2% | -$651 | ﹤0.01% | 1626 |
|
|
2023
Q2 | $49K | Buy |
327
+69
| +27% | +$10.3K | ﹤0.01% | 1613 |
|
|
2023
Q1 | $16.1K | Sell |
258
-65
| -20% | -$4.07K | ﹤0.01% | 2101 |
|
|
2022
Q4 | $29K | Sell |
323
-116
| -26% | -$10.4K | ﹤0.01% | 2608 |
|
|
2022
Q3 | $32K | Buy |
439
+158
| +56% | +$11.5K | ﹤0.01% | 2712 |
|
|
2022
Q2 | $19K | Hold |
281
| – | – | ﹤0.01% | 2873 |
|
|
2022
Q1 | $19K | Buy |
281
+10
| +4% | +$676 | ﹤0.01% | 2873 |
|
|
2021
Q4 | $46K | Sell |
271
-136
| -33% | -$23.1K | ﹤0.01% | 1552 |
|
|
2021
Q3 | $63K | Buy |
407
+142
| +54% | +$22K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $42K | Buy |
265
+5
| +2% | +$792 | ﹤0.01% | 1597 |
|
|
2021
Q1 | $38K | Sell |
260
-18
| -6% | -$2.63K | ﹤0.01% | 1571 |
|
|
2020
Q4 | $28K | Hold |
278
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $19K | Hold |
278
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q2 | $20K | Sell |
278
-4
| -1% | -$288 | ﹤0.01% | 1559 |
|
|
2020
Q1 | $16K | Buy |
282
+217
| +334% | +$12.3K | ﹤0.01% | 1563 |
|
|
2019
Q4 | $5K | Buy |
65
+54
| +491% | +$4.15K | ﹤0.01% | 2147 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2806 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$2K | – | 2381 |
|
|
2018
Q4 | $2K | Sell |
18
-51
| -74% | -$5.67K | ﹤0.01% | 3069 |
|
|
2018
Q3 | $9K | Sell |
69
-87
| -56% | -$11.3K | ﹤0.01% | 2854 |
|
|
2018
Q2 | $23K | Sell |
156
-128
| -45% | -$18.9K | ﹤0.01% | 2341 |
|
|
2018
Q1 | $58K | Hold |
284
| – | – | ﹤0.01% | 1726 |
|
|
2017
Q4 | $58K | Buy |
284
+65
| +30% | +$13.3K | ﹤0.01% | 1723 |
|
|
2017
Q3 | $42K | Sell |
219
-14
| -6% | -$2.69K | ﹤0.01% | 2073 |
|
|
2017
Q2 | $39K | Buy |
233
+61
| +35% | +$10.2K | ﹤0.01% | 2112 |
|
|
2017
Q1 | $28K | Sell |
172
-329
| -66% | -$53.6K | ﹤0.01% | 2256 |
|
|
2016
Q4 | $73K | Buy |
501
+13
| +3% | +$1.89K | ﹤0.01% | 1643 |
|
|
2016
Q3 | $71K | Buy |
488
+3
| +0.6% | +$436 | ﹤0.01% | 1582 |
|
|
2016
Q2 | $68K | Buy |
+485
| New | +$68K | ﹤0.01% | 1565 |
|
|
2016
Q1 | – | Sell |
-222
| Closed | -$35K | – | 2386 |
|
|
2015
Q4 | $35K | Buy |
+222
| New | +$35K | ﹤0.01% | 1807 |
|