Karpas Strategies’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $459K | Buy |
1,075
+15
| +1% | +$6.41K | 0.14% | 89 |
|
|
2024
Q1 | $465K | Hold |
1,060
| – | – | 0.14% | 86 |
|
|
2023
Q4 | $403K | Hold |
1,060
| – | – | 0.13% | 86 |
|
|
2023
Q3 | $349K | Hold |
1,060
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $352K | Hold |
1,060
| – | – | 0.12% | 95 |
|
|
2023
Q1 | $325K | Hold |
1,060
| – | – | 0.11% | 97 |
|
|
2022
Q4 | $330K | Hold |
1,060
| – | – | 0.12% | 95 |
|
|
2022
Q3 | $267K | Hold |
1,060
| – | – | 0.1% | 98 |
|
|
2022
Q2 | $252K | Hold |
1,060
| – | – | 0.09% | 104 |
|
|
2022
Q1 | $318K | Sell |
1,060
-60
| -5% | -$18K | 0.1% | 104 |
|
|
2021
Q4 | $338K | Hold |
1,120
| – | – | 0.11% | 100 |
|
|
2021
Q3 | $345K | Hold |
1,120
| – | – | 0.11% | 96 |
|
|
2021
Q2 | $279K | Hold |
1,120
| – | – | 0.1% | 101 |
|
|
2021
Q1 | $260K | Hold |
1,120
| – | – | 0.1% | 102 |
|
|
2020
Q4 | $218K | Buy |
+1,120
| New | +$218K | 0.09% | 117 |
|
|
2018
Q4 | – | Sell |
-1,520
| Closed | -$224K | – | 115 |
|
|
2018
Q3 | $224K | Hold |
1,520
| – | – | 0.09% | 112 |
|
|
2018
Q2 | $213K | Hold |
1,520
| – | – | 0.09% | 112 |
|
|
2018
Q1 | $225K | Hold |
1,520
| – | – | 0.1% | 112 |
|
|
2017
Q4 | $258K | Hold |
1,520
| – | – | 0.11% | 103 |
|
|
2017
Q3 | $226K | Buy |
+1,520
| New | +$226K | 0.1% | 112 |
|
|
2015
Q1 | – | Sell |
-1,520
| Closed | -$201K | – | 121 |
|
|
2014
Q4 | $201K | Buy |
+1,520
| New | +$201K | 0.1% | 119 |
|