JFS Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Sell |
|
|||||
|
2025
Q1 | $51.3K | Sell |
|
|||||
|
2024
Q4 | $59.6K | Sell |
|
|||||
|
2024
Q3 | $59.7K | Sell |
|
|||||
|
2024
Q2 | $55.1K | Sell |
|
|||||
|
2024
Q1 | $61.4K | Hold |
|
|||||
|
2023
Q4 | $53.2K | Buy |
|
|||||
|
2023
Q3 | $30.3K | Hold |
|
|||||
|
2023
Q2 | $30.6K | Hold |
|
|||||
|
2023
Q1 | $28.2K | Sell |
|
|||||
|
2022
Q4 | $29.6K | Buy |
|
|||||
|
2022
Q3 | $23K | Sell |
|
|||||
|
2022
Q2 | $26K | Buy |
|
|||||
|
2022
Q1 | $23K | Buy |
|
|||||
|
2021
Q4 | $22K | Buy |
|
|||||
|
2021
Q3 | $14K | Buy |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $5K | Hold |
|
|||||
|
2020
Q3 | $4K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $3K | Sell |
|
|||||
|
2019
Q4 | $7K | Buy |
|
|||||
|
2019
Q3 | $2K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $25K | Hold |
|
|||||
|
2017
Q3 | $22K | Hold |
|
|||||
|
2017
Q2 | $19K | Buy |
|
|||||
|
2017
Q1 | $3K | Hold |
|
|||||
|
2016
Q4 | $3K | Hold |
|
|||||
|
2016
Q3 | $2K | Hold |
|
|||||
|
2016
Q2 | $2K | Sell |
|
|||||
|
2016
Q1 | $3K | Sell |
|
|||||
|
2015
Q4 | $5K | Buy |
|