Keel Point’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 | $719K | Buy |
1,348
+252
| +23% | +$135K | 0.05% | 226 |
|
2025
Q1 | $531K | Buy |
1,096
+92
| +9% | +$44.5K | 0.04% | 239 |
|
2024
Q4 | $535K | Buy |
1,004
+144
| +17% | +$76.7K | 0.04% | 225 |
|
2024
Q3 | $404K | Sell |
860
-162
| -16% | -$76.1K | 0.03% | 275 |
|
2024
Q2 | $417K | Sell |
1,022
-182
| -15% | -$74.3K | 0.04% | 265 |
|
2024
Q1 | $528K | Buy |
1,204
+61
| +5% | +$26.7K | 0.05% | 191 |
|
2023
Q4 | $434K | Buy |
1,143
+108
| +10% | +$41K | 0.05% | 207 |
|
2023
Q3 | $341K | Buy |
1,035
+7
| +0.7% | +$2.31K | 0.05% | 219 |
|
2023
Q2 | $341K | Buy |
1,028
+58
| +6% | +$19.3K | 0.05% | 231 |
|
2023
Q1 | $297K | Sell |
970
-126
| -11% | -$38.6K | 0.04% | 230 |
|
2022
Q4 | $341K | Sell |
1,096
-19
| -2% | -$5.92K | 0.05% | 200 |
|
2022
Q3 | $281K | Sell |
1,115
-77
| -6% | -$19.4K | 0.05% | 187 |
|
2022
Q2 | $335K | Sell |
1,192
-30
| -2% | -$8.43K | 0.05% | 183 |
|
2022
Q1 | $367K | Buy |
1,222
+31
| +3% | +$9.31K | 0.06% | 181 |
|
2021
Q4 | $359K | Buy |
1,191
+41
| +4% | +$12.4K | 0.04% | 185 |
|
2021
Q3 | $304K | Buy |
1,150
+15
| +1% | +$3.97K | 0.04% | 190 |
|
2021
Q2 | $283K | Buy |
1,135
+12
| +1% | +$2.99K | 0.03% | 202 |
|
2021
Q1 | $261K | Buy |
+1,123
| New | +$261K | 0.03% | 215 |
|