JBF 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 | $280K | Hold |
525
| – | – | 0.04% | 50 |
|
|
2025
Q1 | $254K | Sell |
525
-45
| -8% | -$21.8K | 0.05% | 51 |
|
|
2024
Q4 | $303K | Sell |
570
-430
| -43% | -$229K | 0.05% | 52 |
|
|
2024
Q3 | $470K | Hold |
1,000
| – | – | 0.07% | 64 |
|
|
2024
Q2 | $427K | Hold |
1,000
| – | – | 0.07% | 64 |
|
|
2024
Q1 | $438K | Hold |
1,000
| – | – | 0.07% | 63 |
|
|
2023
Q4 | $380K | Hold |
1,000
| – | – | 0.07% | 56 |
|
|
2023
Q3 | $330K | Hold |
1,000
| – | – | 0.07% | 50 |
|
|
2023
Q2 | $332K | Hold |
1,000
| – | – | 0.07% | 45 |
|
|
2023
Q1 | $307K | Buy |
1,000
+100
| +11% | +$30.7K | 0.07% | 47 |
|
|
2022
Q4 | $280K | Sell |
900
-150
| -14% | -$46.7K | 0.07% | 41 |
|
|
2022
Q3 | $265K | Hold |
1,050
| – | – | 0.07% | 42 |
|
|
2022
Q2 | $250K | Hold |
1,050
| – | – | 0.06% | 52 |
|
|
2022
Q1 | $315K | Sell |
1,050
-300
| -22% | -$90K | 0.07% | 45 |
|
|
2021
Q4 | $407K | Sell |
1,350
-350
| -21% | -$106K | 0.08% | 43 |
|
|
2021
Q3 | $449K | Hold |
1,700
| – | – | 0.1% | 33 |
|
|
2021
Q2 | $423K | Hold |
1,700
| – | – | 0.1% | 25 |
|
|
2021
Q1 | $395K | Buy |
1,700
+450
| +36% | +$105K | 0.09% | 31 |
|
|
2020
Q4 | $243K | Hold |
1,250
| – | – | 0.04% | 37 |
|
|
2020
Q3 | $193K | Buy |
+1,250
| New | +$193K | 0.03% | 52 |
|
|
2019
Q1 | – | Sell |
-15,400
| Closed | -$1.61M | – | 82 |
|
|
2018
Q4 | $1.61M | Buy |
+15,400
| New | +$1.61M | 0.31% | 23 |
|