Lee Financial’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$3.8K | – | 180 |
|
|
2023
Q4 | $3.8K | Hold |
10
| – | – | ﹤0.01% | 600 |
|
|
2023
Q3 | $3.3K | Hold |
10
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $3.32K | Hold |
10
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $3.07K | Sell |
10
-2
| -17% | -$613 | ﹤0.01% | 593 |
|
|
2022
Q4 | $3.74K | Hold |
12
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $4K | Buy |
12
+2
| +20% | +$667 | ﹤0.01% | 556 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 651 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 542 |
|
|
2018
Q3 | – | Sell |
-114
| Closed | -$16K | – | 472 |
|
|
2018
Q2 | $16K | Sell |
114
-115
| -50% | -$16.1K | ﹤0.01% | 386 |
|
|
2018
Q1 | $34K | Sell |
229
-453
| -66% | -$67.3K | 0.01% | 288 |
|
|
2017
Q4 | $116K | Buy |
682
+340
| +99% | +$57.8K | 0.03% | 145 |
|
|
2017
Q3 | $51K | Hold |
342
| – | – | 0.02% | 180 |
|
|
2017
Q2 | $44K | Buy |
+342
| New | +$44K | 0.02% | 197 |
|