Leavell Investment Management’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 | $477K | Buy |
893
+49
| +6% | +$26.2K | 0.02% | 416 |
|
|
2025
Q1 | $409K | Buy |
844
+51
| +6% | +$24.7K | 0.02% | 420 |
|
|
2024
Q4 | $422K | Hold |
793
| – | – | 0.02% | 400 |
|
|
2024
Q3 | $373K | Hold |
793
| – | – | 0.02% | 438 |
|
|
2024
Q2 | $339K | Sell |
793
-19
| -2% | -$8.12K | 0.02% | 418 |
|
|
2024
Q1 | $356K | Hold |
812
| – | – | 0.02% | 400 |
|
|
2023
Q4 | $308K | Hold |
812
| – | – | 0.02% | 398 |
|
|
2023
Q3 | $268K | Hold |
812
| – | – | 0.02% | 409 |
|
|
2023
Q2 | $270K | Hold |
812
| – | – | 0.02% | 414 |
|
|
2023
Q1 | $249K | Hold |
812
| – | – | 0.02% | 413 |
|
|
2022
Q4 | $253K | Hold |
812
| – | – | 0.02% | 394 |
|
|
2022
Q3 | $205K | Buy |
+812
| New | +$205K | 0.02% | 422 |
|
|
2022
Q2 | – | Sell |
-812
| Closed | -$244K | – | 425 |
|
|
2022
Q1 | $244K | Hold |
812
| – | – | 0.02% | 392 |
|
|
2021
Q4 | $245K | Hold |
812
| – | – | 0.02% | 403 |
|
|
2021
Q3 | $214K | Buy |
+812
| New | +$214K | 0.02% | 387 |
|
|
2020
Q1 | – | Sell |
-1,732
| Closed | -$289K | – | 352 |
|
|
2019
Q4 | $289K | Sell |
1,732
-24
| -1% | -$4.01K | 0.03% | 333 |
|
|
2019
Q3 | $258K | Sell |
1,756
-25
| -1% | -$3.67K | 0.03% | 347 |
|
|
2019
Q2 | $259K | Sell |
1,781
-51
| -3% | -$7.42K | 0.03% | 344 |
|
|
2019
Q1 | $235K | Buy |
+1,832
| New | +$235K | 0.03% | 344 |
|
|
2018
Q4 | – | Sell |
-4,520
| Closed | -$667K | – | 353 |
|
|
2018
Q3 | $667K | Buy |
4,520
+300
| +7% | +$44.3K | 0.07% | 227 |
|
|
2018
Q2 | $590K | Buy |
4,220
+200
| +5% | +$28K | 0.07% | 232 |
|
|
2018
Q1 | $595K | Buy |
4,020
+213
| +6% | +$31.5K | 0.07% | 235 |
|
|
2017
Q4 | $645K | Buy |
3,807
+300
| +9% | +$50.8K | 0.08% | 227 |
|
|
2017
Q3 | $521K | Buy |
3,507
+500
| +17% | +$74.3K | 0.06% | 244 |
|
|
2017
Q2 | $383K | Buy |
3,007
+100
| +3% | +$12.7K | 0.05% | 282 |
|
|
2017
Q1 | $377K | Buy |
+2,907
| New | +$377K | 0.05% | 271 |
|