LPT
Legacy Private Trust’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Sell |
11,427
-375
| -3% | -$200K | 0.39% | 53 |
|
|
2025
Q1 | $5.71M | Sell |
11,802
-2,446
| -17% | -$1.18M | 0.39% | 54 |
|
|
2024
Q4 | $7.59M | Sell |
14,248
-422
| -3% | -$225K | 0.5% | 43 |
|
|
2024
Q3 | $6.89M | Sell |
14,670
-934
| -6% | -$439K | 0.46% | 49 |
|
|
2024
Q2 | $6.67M | Sell |
15,604
-665
| -4% | -$284K | 0.47% | 49 |
|
|
2024
Q1 | $7.13M | Sell |
16,269
-971
| -6% | -$426K | 0.52% | 45 |
|
|
2023
Q4 | $6.55M | Sell |
17,240
-420
| -2% | -$160K | 0.52% | 49 |
|
|
2023
Q3 | $5.82M | Sell |
17,660
-2,607
| -13% | -$859K | 0.5% | 52 |
|
|
2023
Q2 | $6.73M | Sell |
20,267
-700
| -3% | -$233K | 0.56% | 46 |
|
|
2023
Q1 | $6.43M | Sell |
20,967
-747
| -3% | -$229K | 0.55% | 48 |
|
|
2022
Q4 | $6.76M | Sell |
21,714
-2,196
| -9% | -$684K | 0.61% | 46 |
|
|
2022
Q3 | $6.02M | Sell |
23,910
-542
| -2% | -$137K | 0.57% | 49 |
|
|
2022
Q2 | $5.81M | Buy |
24,452
+150
| +0.6% | +$35.7K | 0.52% | 53 |
|
|
2022
Q1 | $7.3M | Buy |
24,302
+154
| +0.6% | +$46.3K | 0.57% | 43 |
|
|
2021
Q4 | $7.29M | Buy |
24,148
+130
| +0.5% | +$39.2K | 0.55% | 45 |
|
|
2021
Q3 | $6.34M | Buy |
24,018
+1,430
| +6% | +$378K | 0.51% | 52 |
|
|
2021
Q2 | $5.62M | Sell |
22,588
-136
| -0.6% | -$33.8K | 0.47% | 60 |
|
|
2021
Q1 | $5.28M | Sell |
22,724
-1,674
| -7% | -$389K | 0.48% | 61 |
|
|
2020
Q4 | $4.74M | Buy |
24,398
+9
| +0% | +$1.75K | 0.45% | 63 |
|
|
2020
Q3 | $3.76M | Buy |
24,389
+1,307
| +6% | +$201K | 0.39% | 67 |
|
|
2020
Q2 | $3.46M | Sell |
23,082
-247
| -1% | -$37.1K | 0.38% | 73 |
|
|
2020
Q1 | $2.39M | Sell |
23,329
-396
| -2% | -$40.6K | 0.31% | 81 |
|
|
2019
Q4 | $3.95M | Buy |
23,725
+1,620
| +7% | +$270K | 0.41% | 64 |
|
|
2019
Q3 | $3.25M | Sell |
22,105
-800
| -3% | -$118K | 0.36% | 75 |
|
|
2019
Q2 | $3.33M | Sell |
22,905
-1,421
| -6% | -$206K | 0.38% | 73 |
|
|
2019
Q1 | $3.12M | Buy |
24,326
+876
| +4% | +$112K | 0.37% | 70 |
|
|
2018
Q4 | $2.45M | Sell |
23,450
-5,612
| -19% | -$586K | 0.32% | 82 |
|
|
2018
Q3 | $4.29M | Sell |
29,062
-1,651
| -5% | -$244K | 0.49% | 54 |
|
|
2018
Q2 | $4.3M | Buy |
30,713
+976
| +3% | +$137K | 0.51% | 50 |
|
|
2018
Q1 | $4.4M | Buy |
29,737
+594
| +2% | +$87.9K | 0.51% | 50 |
|
|
2017
Q4 | $4.94M | Buy |
29,143
+3,138
| +12% | +$532K | 0.58% | 47 |
|
|
2017
Q3 | $3.86M | Buy |
26,005
+4,276
| +20% | +$635K | 0.47% | 55 |
|
|
2017
Q2 | $2.77M | Buy |
21,729
+8,165
| +60% | +$1.04M | 0.35% | 72 |
|
|
2017
Q1 | $1.76M | Sell |
13,564
-1,306
| -9% | -$169K | 0.23% | 105 |
|
|
2016
Q4 | $1.65M | Sell |
14,870
-3,026
| -17% | -$336K | 0.22% | 109 |
|
|
2016
Q3 | $1.79M | Sell |
17,896
-5,817
| -25% | -$581K | 0.24% | 104 |
|
|
2016
Q2 | $2.13M | Sell |
23,713
-4,970
| -17% | -$447K | 0.31% | 92 |
|
|
2016
Q1 | $2.7M | Sell |
28,683
-4,255
| -13% | -$400K | 0.41% | 71 |
|
|
2015
Q4 | $3.51M | Sell |
32,938
-11,239
| -25% | -$1.2M | 0.53% | 58 |
|
|
2015
Q3 | $4.82M | Buy |
44,177
+5,140
| +13% | +$561K | 0.76% | 33 |
|
|
2015
Q2 | $4.88M | Buy |
39,037
+3,985
| +11% | +$498K | 0.74% | 38 |
|
|
2015
Q1 | $4.59M | Buy |
35,052
+5,230
| +18% | +$684K | 0.67% | 45 |
|
|
2014
Q4 | $3.94M | Buy |
29,822
+1,090
| +4% | +$144K | 0.58% | 49 |
|
|
2014
Q3 | $3.55M | Buy |
28,732
+6,692
| +30% | +$826K | 0.54% | 47 |
|
|
2014
Q2 | $2.65M | Buy |
22,040
+9,648
| +78% | +$1.16M | 0.41% | 68 |
|
|
2014
Q1 | $1.36M | Buy |
12,392
+2,650
| +27% | +$292K | 0.24% | 95 |
|
|
2013
Q4 | $1.12M | Buy |
9,742
+1,007
| +12% | +$116K | 0.2% | 100 |
|
|
2013
Q3 | $795K | Buy |
8,735
+3,565
| +69% | +$324K | 0.17% | 102 |
|
|
2013
Q2 | $418K | Buy |
+5,170
| New | +$418K | 0.1% | 128 |
|