LGA
Lebenthal Global Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
2,702
+145
| +6% | +$77.4K | 0.27% | 61 |
|
|
2025
Q1 | $1.24M | Buy |
2,557
+158
| +7% | +$76.5K | 0.23% | 59 |
|
|
2024
Q4 | $1.28M | Buy |
2,399
+224
| +10% | +$119K | 0.23% | 67 |
|
|
2024
Q3 | $1.02M | Buy |
2,175
+321
| +17% | +$151K | 0.21% | 75 |
|
|
2024
Q2 | $792K | Buy |
1,854
+258
| +16% | +$110K | 0.17% | 83 |
|
|
2024
Q1 | $700K | Buy |
1,596
+156
| +11% | +$68.4K | 0.16% | 85 |
|
|
2023
Q4 | $547K | Buy |
+1,440
| New | +$547K | 0.13% | 105 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$23K | – | 152 |
|
|
2020
Q4 | $23K | Buy |
+120
| New | +$23K | 0.02% | 357 |
|