Kovitz Investment Group 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 | $25.9M | Sell |
48,502
-463
| -0.9% | -$247K | 0.11% | 166 |
|
|
2025
Q1 | $23.7M | Sell |
48,965
-2,640
| -5% | -$1.28M | 0.12% | 150 |
|
|
2024
Q4 | $26.9M | Sell |
51,605
-7,387
| -13% | -$3.85M | 0.13% | 140 |
|
|
2024
Q3 | $27M | Buy |
58,992
+1,471
| +3% | +$674K | 0.19% | 102 |
|
|
2024
Q2 | $24.7M | Buy |
57,521
+51,968
| +936% | +$22.3M | 0.21% | 79 |
|
|
2024
Q1 | $2.43M | Buy |
+5,553
| New | +$2.43M | 0.03% | 277 |
|