Kelly Financial Services’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 | $402K | Buy |
752
+58
| +8% | +$31K | 0.12% | 70 |
|
|
2025
Q1 | $336K | Buy |
694
+80
| +13% | +$38.7K | 0.12% | 77 |
|
|
2024
Q4 | $327K | Buy |
614
+40
| +7% | +$21.3K | 0.12% | 78 |
|
|
2024
Q3 | $270K | Buy |
574
+117
| +26% | +$55K | 0.1% | 94 |
|
|
2024
Q2 | $195K | Buy |
457
+75
| +20% | +$32K | 0.07% | 111 |
|
|
2024
Q1 | $168K | Buy |
382
+32
| +9% | +$14K | 0.06% | 119 |
|
|
2023
Q4 | $133K | Buy |
350
+60
| +21% | +$22.8K | 0.05% | 120 |
|
|
2023
Q3 | $95.6K | Sell |
290
-17
| -6% | -$5.61K | 0.04% | 128 |
|
|
2023
Q2 | $102K | Buy |
307
+92
| +43% | +$30.6K | 0.05% | 119 |
|
|
2023
Q1 | $65.8K | Buy |
215
+42
| +24% | +$12.9K | 0.03% | 153 |
|
|
2022
Q4 | $54K | Sell |
173
-16
| -8% | -$5K | 0.03% | 163 |
|
|
2022
Q3 | $47.7K | Hold |
189
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $45K | Hold |
189
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $56.8K | Hold |
189
| – | – | 0.03% | 165 |
|
|
2021
Q4 | $57K | Hold |
189
| – | – | 0.03% | 156 |
|
|
2021
Q3 | $49.9K | Sell |
189
-46,798
| -100% | -$12.4M | 0.03% | 163 |
|
|
2021
Q2 | $189K | Buy |
46,987
+46,798
| +24,761% | +$188K | 0.01% | 307 |
|
|
2021
Q1 | $43.9K | Hold |
189
| – | – | 0.03% | 139 |
|
|
2020
Q4 | $36.6K | Buy |
189
+1
| +0.5% | +$194 | 0.03% | 141 |
|
|
2020
Q3 | $29K | Hold |
188
| – | – | 0.02% | 140 |
|
|
2020
Q2 | $28.2K | Hold |
188
| – | – | 0.02% | 128 |
|
|
2020
Q1 | $19.3K | Hold |
188
| – | – | 0.02% | 137 |
|
|
2019
Q4 | $31.3K | Hold |
188
| – | – | 0.02% | 119 |
|
|
2019
Q3 | $27.6K | Hold |
188
| – | – | 0.03% | 125 |
|
|
2019
Q2 | $27.2K | Buy |
188
+1
| +0.5% | +$145 | 0.02% | 126 |
|
|
2019
Q1 | $24K | Buy |
+187
| New | +$24K | 0.03% | 134 |
|