Kathmere 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 | $655K | Buy |
1,227
+506
| +70% | +$270K | 0.05% | 230 |
|
|
2025
Q1 | $349K | Buy |
721
+4
| +0.6% | +$1.94K | 0.03% | 296 |
|
|
2024
Q4 | $382K | Buy |
717
+5
| +0.7% | +$2.66K | 0.03% | 275 |
|
|
2024
Q3 | $335K | Hold |
712
| – | – | 0.03% | 275 |
|
|
2024
Q2 | $304K | Hold |
712
| – | – | 0.03% | 253 |
|
|
2024
Q1 | $312K | Hold |
712
| – | – | 0.04% | 224 |
|
|
2023
Q4 | $270K | Sell |
712
-6
| -0.8% | -$2.28K | 0.04% | 218 |
|
|
2023
Q3 | $237K | Sell |
718
-20
| -3% | -$6.59K | 0.04% | 225 |
|
|
2023
Q2 | $245K | Buy |
738
+2
| +0.3% | +$664 | 0.04% | 199 |
|
|
2023
Q1 | $226K | Sell |
736
-22
| -3% | -$6.74K | 0.04% | 183 |
|
|
2022
Q4 | $236K | Buy |
+758
| New | +$236K | 0.04% | 169 |
|
|
2022
Q3 | – | Sell |
-1,408
| Closed | -$335K | – | 168 |
|
|
2022
Q2 | $335K | Buy |
1,408
+6
| +0.4% | +$1.43K | 0.06% | 108 |
|
|
2022
Q1 | $421K | Buy |
1,402
+199
| +17% | +$59.8K | 0.07% | 92 |
|
|
2021
Q4 | $363K | Sell |
1,203
-152
| -11% | -$45.9K | 0.06% | 95 |
|
|
2021
Q3 | $358K | Buy |
1,355
+152
| +13% | +$40.2K | 0.06% | 96 |
|
|
2021
Q2 | $299K | Hold |
1,203
| – | – | 0.06% | 109 |
|
|
2021
Q1 | $280K | Buy |
1,203
+4
| +0.3% | +$931 | 0.06% | 111 |
|
|
2020
Q4 | $233K | Hold |
1,199
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $185K | Sell |
1,199
-837
| -41% | -$129K | 0.05% | 114 |
|
|
2020
Q2 | $305K | Buy |
+2,036
| New | +$305K | 0.09% | 81 |
|