KMG Fiduciary Partners’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 | $533K | Hold |
999
| – | – | 0.04% | 225 |
|
|
2025
Q1 | $484K | Hold |
999
| – | – | 0.04% | 222 |
|
|
2024
Q4 | $532K | Hold |
999
| – | – | 0.04% | 212 |
|
|
2024
Q3 | $469K | Sell |
999
-68
| -6% | -$31.9K | 0.04% | 216 |
|
|
2024
Q2 | $456K | Buy |
1,067
+91
| +9% | +$38.9K | 0.04% | 190 |
|
|
2024
Q1 | $428K | Hold |
976
| – | – | 0.04% | 184 |
|
|
2023
Q4 | $371K | Sell |
976
-34
| -3% | -$12.9K | 0.04% | 192 |
|
|
2023
Q3 | $333K | Sell |
1,010
-51
| -5% | -$16.8K | 0.04% | 191 |
|
|
2023
Q2 | $352K | Buy |
1,061
+102
| +11% | +$33.9K | 0.05% | 194 |
|
|
2023
Q1 | $294K | Sell |
959
-300
| -24% | -$92K | 0.04% | 200 |
|
|
2022
Q4 | $392K | Hold |
1,259
| – | – | 0.06% | 181 |
|
|
2022
Q3 | $317K | Hold |
1,259
| – | – | 0.06% | 161 |
|
|
2022
Q2 | $299K | Hold |
1,259
| – | – | 0.06% | 170 |
|
|
2022
Q1 | $378K | Hold |
1,259
| – | – | 0.06% | 160 |
|
|
2021
Q4 | $380K | Sell |
1,259
-257
| -17% | -$77.6K | 0.06% | 155 |
|
|
2021
Q3 | $400K | Hold |
1,516
| – | – | 0.07% | 148 |
|
|
2021
Q2 | $377K | Hold |
1,516
| – | – | 0.07% | 149 |
|
|
2021
Q1 | $352K | Sell |
1,516
-123
| -8% | -$28.6K | 0.07% | 141 |
|
|
2020
Q4 | $307K | Buy |
1,639
+123
| +8% | +$23K | 0.06% | 141 |
|
|
2020
Q3 | $234K | Hold |
1,516
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $227K | Sell |
1,516
-681
| -31% | -$102K | 0.06% | 123 |
|
|
2020
Q1 | $225K | Sell |
2,197
-2
| -0.1% | -$205 | 0.07% | 119 |
|
|
2019
Q4 | $366K | Sell |
2,199
-860
| -28% | -$143K | 0.11% | 97 |
|
|
2019
Q3 | $450K | Hold |
3,059
| – | – | 0.15% | 81 |
|
|
2019
Q2 | $444K | Hold |
3,059
| – | – | 0.16% | 77 |
|
|
2019
Q1 | $392K | Sell |
3,059
-180
| -6% | -$23.1K | 0.15% | 84 |
|
|
2018
Q4 | $338K | Buy |
+3,239
| New | +$338K | 0.15% | 76 |
|