J.W. Cole Advisors’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 | $1.74M | Sell |
3,263
-77
| -2% | -$41.1K | 0.04% | 466 |
|
|
2025
Q1 | $1.62M | Buy |
3,340
+2,585
| +342% | +$1.25M | 0.05% | 378 |
|
|
2024
Q4 | $402K | Buy |
755
+65
| +9% | +$34.6K | 0.02% | 684 |
|
|
2024
Q3 | $324K | Sell |
690
-8
| -1% | -$3.76K | 0.01% | 745 |
|
|
2024
Q2 | $298K | Buy |
698
+105
| +18% | +$44.8K | 0.01% | 708 |
|
|
2024
Q1 | $260K | Buy |
+593
| New | +$260K | 0.01% | 744 |
|
|
2020
Q4 | – | Sell |
-1,587
| Closed | -$245K | – | 638 |
|
|
2020
Q3 | $245K | Buy |
+1,587
| New | +$245K | 0.02% | 604 |
|