JFS Wealth 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 | $56K | Sell |
105
-1
| -0.9% | -$534 | ﹤0.01% | 456 |
|
|
2025
Q1 | $51.3K | Sell |
106
-6
| -5% | -$2.91K | ﹤0.01% | 464 |
|
|
2024
Q4 | $59.6K | Sell |
112
-15
| -12% | -$7.99K | ﹤0.01% | 430 |
|
|
2024
Q3 | $59.7K | Sell |
127
-2
| -2% | -$940 | ﹤0.01% | 438 |
|
|
2024
Q2 | $55.1K | Sell |
129
-11
| -8% | -$4.7K | ﹤0.01% | 400 |
|
|
2024
Q1 | $61.4K | Hold |
140
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $53.2K | Buy |
140
+48
| +52% | +$18.2K | ﹤0.01% | 395 |
|
|
2023
Q3 | $30.3K | Hold |
92
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $30.6K | Hold |
92
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $28.2K | Sell |
92
-3
| -3% | -$920 | ﹤0.01% | 463 |
|
|
2022
Q4 | $29.6K | Buy |
95
+2
| +2% | +$623 | ﹤0.01% | 450 |
|
|
2022
Q3 | $23K | Sell |
93
-15
| -14% | -$3.71K | ﹤0.01% | 539 |
|
|
2022
Q2 | $26K | Buy |
108
+30
| +38% | +$7.22K | ﹤0.01% | 532 |
|
|
2022
Q1 | $23K | Buy |
78
+6
| +8% | +$1.77K | ﹤0.01% | 565 |
|
|
2021
Q4 | $22K | Buy |
72
+19
| +36% | +$5.81K | ﹤0.01% | 544 |
|
|
2021
Q3 | $14K | Buy |
53
+28
| +112% | +$7.4K | ﹤0.01% | 594 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 452 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 456 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $3K | Sell |
25
-15
| -38% | -$1.8K | ﹤0.01% | 414 |
|
|
2019
Q4 | $7K | Buy |
40
+25
| +167% | +$4.38K | ﹤0.01% | 385 |
|
|
2019
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 444 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$25K | – | 519 |
|
|
2017
Q4 | $25K | Hold |
150
| – | – | 0.01% | 303 |
|
|
2017
Q3 | $22K | Hold |
150
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $19K | Buy |
150
+127
| +552% | +$16.1K | 0.01% | 304 |
|
|
2017
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 406 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 454 |
|
|
2016
Q2 | $2K | Sell |
23
-4
| -15% | -$348 | ﹤0.01% | 464 |
|
|
2016
Q1 | $3K | Sell |
27
-19
| -41% | -$2.11K | ﹤0.01% | 474 |
|
|
2015
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 444 |
|