Legacy Trust’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
$957K Sell
1,793
-3
-0.2% -$1.6K 0.23% 74
2025
Q1
$869K Buy
1,796
+44
+3% +$21.3K 0.21% 80
2024
Q4
$933K Hold
1,752
0.22% 73
2024
Q3
$823K Hold
1,752
0.19% 83
2024
Q2
$748K Hold
1,752
0.19% 85
2024
Q1
$768K Buy
1,752
+50
+3% +$21.9K 0.19% 85
2023
Q4
$646K Sell
1,702
-2
-0.1% -$760 0.17% 91
2023
Q3
$562K Sell
1,704
-31
-2% -$10.2K 0.16% 93
2023
Q2
$576K Hold
1,735
0.16% 94
2023
Q1
$532K Hold
1,735
0.16% 98
2022
Q4
$540K Buy
+1,735
New +$540K 0.17% 93