LFA
Legacy Financial Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
482
+40
| +9% | +$21.4K | 0.04% | 295 |
|
|
2025
Q1 | $214K | Sell |
442
-9
| -2% | -$4.36K | 0.04% | 339 |
|
|
2024
Q4 | $240K | Sell |
451
-13
| -3% | -$6.93K | 0.04% | 302 |
|
|
2024
Q3 | $218K | Buy |
+464
| New | +$218K | 0.04% | 328 |
|
|
2019
Q2 | – | Sell |
-248
| Closed | -$32K | – | 162 |
|
|
2019
Q1 | $32K | Sell |
248
-114
| -31% | -$14.7K | 0.01% | 358 |
|
|
2018
Q4 | $38K | Sell |
362
-957
| -73% | -$100K | 0.01% | 288 |
|
|
2018
Q3 | $194K | Hold |
1,319
| – | – | 0.07% | 109 |
|
|
2018
Q2 | $187K | Buy |
1,319
+1,094
| +486% | +$155K | 0.07% | 111 |
|
|
2018
Q1 | $32K | Sell |
225
-5
| -2% | -$711 | 0.01% | 297 |
|
|
2017
Q4 | $38K | Buy |
+230
| New | +$38K | 0.02% | 280 |
|