Jacobi Capital Management’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 | $2.06M | Buy |
3,859
+132
| +4% | +$70.5K | 0.14% | 147 |
|
|
2025
Q1 | $1.8M | Buy |
3,727
+175
| +5% | +$84.7K | 0.13% | 157 |
|
|
2024
Q4 | $1.89M | Buy |
3,552
+2
| +0.1% | +$1.07K | 0.14% | 145 |
|
|
2024
Q3 | $1.67M | Buy |
3,550
+251
| +8% | +$118K | 0.13% | 159 |
|
|
2024
Q2 | $1.41M | Buy |
3,299
+87
| +3% | +$37.2K | 0.12% | 160 |
|
|
2024
Q1 | $1.41M | Sell |
3,212
-361
| -10% | -$158K | 0.13% | 148 |
|
|
2023
Q4 | $1.36M | Buy |
3,573
+126
| +4% | +$47.9K | 0.14% | 143 |
|
|
2023
Q3 | $1.14M | Buy |
3,447
+16
| +0.5% | +$5.28K | 0.13% | 158 |
|
|
2023
Q2 | $1.14M | Sell |
3,431
-635
| -16% | -$211K | 0.13% | 160 |
|
|
2023
Q1 | $1.25M | Buy |
4,066
+101
| +3% | +$31K | 0.15% | 144 |
|
|
2022
Q4 | $1.23M | Hold |
3,965
| – | – | 0.15% | 137 |
|
|
2022
Q3 | $999K | Sell |
3,965
-278
| -7% | -$70K | 0.14% | 151 |
|
|
2022
Q2 | $1.01M | Sell |
4,243
-137
| -3% | -$32.5K | 0.13% | 159 |
|
|
2022
Q1 | $1.32M | Buy |
4,380
+157
| +4% | +$47.2K | 0.16% | 127 |
|
|
2021
Q4 | $1.27M | Buy |
4,223
+216
| +5% | +$65.2K | 0.15% | 130 |
|
|
2021
Q3 | $1.06M | Buy |
4,007
+153
| +4% | +$40.4K | 0.13% | 137 |
|
|
2021
Q2 | $959K | Buy |
3,854
+52
| +1% | +$12.9K | 0.13% | 144 |
|
|
2021
Q1 | $884K | Sell |
3,802
-273
| -7% | -$63.5K | 0.13% | 147 |
|
|
2020
Q4 | $792K | Sell |
4,075
-152
| -4% | -$29.5K | 0.13% | 143 |
|
|
2020
Q3 | $651K | Sell |
4,227
-110
| -3% | -$16.9K | 0.11% | 153 |
|
|
2020
Q2 | $651K | Buy |
4,337
+171
| +4% | +$25.7K | 0.12% | 140 |
|
|
2020
Q1 | $427K | Sell |
4,166
-9
| -0.2% | -$922 | 0.09% | 174 |
|
|
2019
Q4 | $695K | Buy |
4,175
+18
| +0.4% | +$3K | 0.13% | 148 |
|
|
2019
Q3 | $612K | Buy |
4,157
+111
| +3% | +$16.3K | 0.12% | 152 |
|
|
2019
Q2 | $587K | Buy |
4,046
+518
| +15% | +$75.2K | 0.12% | 158 |
|
|
2019
Q1 | $452K | Sell |
3,528
-1,722
| -33% | -$221K | 0.12% | 131 |
|
|
2018
Q4 | $548K | Buy |
5,250
+3,881
| +283% | +$405K | 0.15% | 103 |
|
|
2018
Q3 | $202K | Buy |
1,369
+226
| +20% | +$33.3K | 0.05% | 218 |
|
|
2018
Q2 | $160K | Buy |
1,143
+268
| +31% | +$37.5K | 0.05% | 241 |
|
|
2018
Q1 | $125K | Buy |
875
+414
| +90% | +$59.1K | 0.04% | 262 |
|
|
2017
Q4 | $79K | Buy |
461
+401
| +668% | +$68.7K | 0.03% | 298 |
|
|
2017
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 649 |
|
|
2017
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 597 |
|
|
2017
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 487 |
|
|
2016
Q4 | $7K | Sell |
60
-26
| -30% | -$3.03K | ﹤0.01% | 467 |
|
|
2016
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 479 |
|
|
2016
Q2 | $8K | Buy |
+86
| New | +$8K | ﹤0.01% | 478 |
|