Lake Street Advisors Group’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26M | Sell |
2,368
-56
| -2% | -$29.8K | 0.06% | 195 |
|
|
2024
Q3 | $1.14M | Sell |
2,424
-65
| -3% | -$30.5K | 0.05% | 198 |
|
|
2024
Q2 | $1.06M | Sell |
2,489
-17
| -0.7% | -$7.26K | 0.05% | 206 |
|
|
2024
Q1 | $1.1M | Buy |
2,506
+14
| +0.6% | +$6.14K | 0.05% | 216 |
|
|
2023
Q4 | $946K | Buy |
+2,492
| New | +$946K | 0.05% | 229 |
|
|
2021
Q3 | – | Sell |
-1,761
| Closed | -$480K | – | 236 |
|
|
2021
Q2 | $480K | Buy |
1,761
+118
| +7% | +$32.2K | 0.04% | 169 |
|
|
2021
Q1 | $382K | Sell |
1,643
-235
| -13% | -$54.6K | 0.03% | 193 |
|
|
2020
Q4 | $365K | Buy |
1,878
+8
| +0.4% | +$1.56K | 0.03% | 191 |
|
|
2020
Q3 | $288K | Sell |
1,870
-215
| -10% | -$33.1K | 0.03% | 213 |
|
|
2020
Q2 | $313K | Buy |
+2,085
| New | +$313K | 0.03% | 193 |
|
|
2020
Q1 | – | Sell |
-1,586
| Closed | -$264K | – | 253 |
|
|
2019
Q4 | $264K | Buy |
1,586
+108
| +7% | +$18K | 0.03% | 206 |
|
|
2019
Q3 | $217K | Sell |
1,478
-117
| -7% | -$17.2K | 0.02% | 203 |
|
|
2019
Q2 | $231K | Sell |
1,595
-31
| -2% | -$4.49K | 0.02% | 187 |
|
|
2019
Q1 | $208K | Buy |
+1,626
| New | +$208K | 0.02% | 210 |
|
|
2018
Q4 | – | Sell |
-1,904
| Closed | -$281K | – | 201 |
|
|
2018
Q3 | $281K | Sell |
1,904
-620
| -25% | -$91.5K | 0.03% | 146 |
|
|
2018
Q2 | $353K | Buy |
2,524
+104
| +4% | +$14.5K | 0.04% | 200 |
|
|
2018
Q1 | $358K | Sell |
2,420
-20
| -0.8% | -$2.96K | 0.04% | 170 |
|
|
2017
Q4 | $414K | Buy |
+2,440
| New | +$414K | 0.05% | 163 |
|