Kestra Private Wealth 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
$1.99M Sell
3,735
-534
-13% -$285K 0.03% 499
2025
Q1
$2.07M Buy
4,269
+1,316
+45% +$637K 0.03% 447
2024
Q4
$1.57M Buy
2,953
+29
+1% +$15.4K 0.03% 504
2024
Q3
$1.37M Buy
2,924
+33
+1% +$15.5K 0.03% 522
2024
Q2
$1.24M Sell
2,891
-246
-8% -$105K 0.02% 513
2024
Q1
$1.38M Buy
3,137
+73
+2% +$32K 0.03% 475
2023
Q4
$1.16M Sell
3,064
-30
-1% -$11.4K 0.03% 486
2023
Q3
$1.02M Buy
3,094
+340
+12% +$112K 0.03% 460
2023
Q2
$915K Buy
2,754
+117
+4% +$38.9K 0.03% 468
2023
Q1
$808K Sell
2,637
-911
-26% -$279K 0.03% 467
2022
Q4
$1.1M Buy
3,548
+203
+6% +$63.2K 0.06% 353
2022
Q3
$843K Buy
3,345
+74
+2% +$18.6K 0.05% 365
2022
Q2
$777K Buy
3,271
+119
+4% +$28.3K 0.04% 385
2022
Q1
$947K Buy
3,152
+178
+6% +$53.5K 0.05% 390
2021
Q4
$897K Sell
2,974
-17
-0.6% -$5.13K 0.04% 416
2021
Q3
$790K Buy
2,991
+164
+6% +$43.3K 0.04% 407
2021
Q2
$704K Buy
2,827
+604
+27% +$150K 0.04% 427
2021
Q1
$517K Buy
2,223
+647
+41% +$150K 0.04% 441
2020
Q4
$302K Buy
+1,576
New +$302K 0.02% 562