Lido Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.44M | Buy |
12,250
+1,581
| +15% | +$762K | 0.02% | 439 |
|
|
2025
Q4 | $5.24M | Buy |
10,669
+109
| +1% | +$51.7K | 0.02% | 453 |
|
|
2025
Q3 | $5.19M | Buy |
10,560
+971
| +10% | +$498K | 0.02% | 439 |
|
|
2025
Q2 | $5.12M | Sell |
9,589
-919
| -9% | -$454K | 0.02% | 366 |
|
|
2025
Q1 | $5.09M | Buy |
10,508
+19
| +0.2% | +$9.96K | 0.02% | 337 |
|
|
2024
Q4 | $5.58M | Sell |
10,489
-14,054
| -57% | -$7.5M | 0.03% | 310 |
|
|
2024
Q3 | $11.5M | Buy |
24,543
+17,893
| +269% | +$7.76M | 0.06% | 186 |
|
|
2024
Q2 | $2.84M | Buy |
6,650
+104
| +2% | +$44.4K | 0.02% | 385 |
|
|
2024
Q1 | $2.87M | Sell |
6,546
-678
| -9% | -$271K | 0.02% | 363 |
|
|
2023
Q4 | $2.74M | Sell |
7,224
-14,963
| -67% | -$5.13M | 0.02% | 354 |
|
|
2023
Q3 | $7.31M | Buy |
22,187
+16,457
| +287% | +$5.62M | 0.06% | 176 |
|
|
2023
Q2 | $1.9M | Buy |
5,730
+2,365
| +70% | +$727K | 0.01% | 382 |
|
|
2023
Q1 | $1.03M | Sell |
3,365
-71
| -2% | -$23.3K | 0.01% | 474 |
|
|
2022
Q4 | $1.07M | Buy |
3,436
+279
| +9% | +$85.1K | 0.01% | 397 |
|
|
2022
Q3 | $795K | Sell |
3,157
-256
| -8% | -$67.4K | 0.01% | 419 |
|
|
2022
Q2 | $811K | Sell |
3,413
-443
| -11% | -$119K | 0.01% | 400 |
|
|
2022
Q1 | $1.16M | Sell |
3,856
-134
| -3% | -$40.5K | 0.01% | 366 |
|
|
2021
Q4 | $1.2M | Buy |
3,990
+3
| +0.1% | +$887 | 0.01% | 382 |
|
|
2021
Q3 | $1.05M | Buy |
3,987
+743
| +23% | +$194K | 0.01% | 393 |
|
|
2021
Q2 | $808K | Sell |
3,244
-80
| -2% | -$20.2K | 0.01% | 427 |
|
|
2021
Q1 | $773K | Sell |
3,324
-180
| -5% | -$38.9K | 0.01% | 395 |
|
|
2020
Q4 | $681K | Buy |
3,504
+364
| +12% | +$65.2K | 0.01% | 402 |
|
|
2020
Q3 | $484K | Sell |
3,140
-285
| -8% | -$43.9K | 0.01% | 388 |
|
|
2020
Q2 | $514K | Buy |
3,425
+349
| +11% | +$44.7K | 0.02% | 345 |
|
|
2020
Q1 | $315K | Sell |
3,076
-431
| -12% | -$63.9K | 0.01% | 407 |
|
|
2019
Q4 | $584K | Buy |
3,507
+248
| +8% | +$38.4K | 0.02% | 349 |
|
|
2019
Q3 | $479K | Buy |
3,259
+65
| +2% | +$9.11K | 0.02% | 342 |
|
|
2019
Q2 | $463K | Sell |
3,194
-91
| -3% | -$13.2K | 0.03% | 315 |
|
|
2019
Q1 | $420K | Buy |
3,285
+23
| +0.7% | +$2.85K | 0.03% | 324 |
|
|
2018
Q4 | $340K | Buy |
3,262
+189
| +6% | +$23.7K | 0.03% | 284 |
|
|
2018
Q3 | $453K | Buy |
3,073
+295
| +11% | +$42.2K | 0.04% | 260 |
|
|
2018
Q2 | $388K | Buy |
2,778
+194
| +8% | +$27.5K | 0.04% | 257 |
|
|
2018
Q1 | $382K | Buy |
2,584
+1,067
| +70% | +$174K | 0.05% | 243 |
|
|
2017
Q4 | $257K | Sell |
1,517
-60
| -4% | -$9.61K | 0.04% | 252 |
|
|
2017
Q3 | $246K | Buy |
+1,577
| New | +$220K | 0.04% | 236 |
|
Other funds holding AMP
VCM
VPM
N
Lido Advisors's AMP Position: Q1 2026 in Review
Lido Advisors increased its Ameriprise Financial (AMP) stake by 15% in Q1 2026, buying an estimated $762K and bringing the position to 12,250 shares worth $5.44M. The position accounts for 0.02% of the portfolio, ranked #439.
Lido Advisors first reported a position in AMP in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.5M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Lido Advisors held 12,250 shares of Ameriprise Financial worth $5.44M as of Q1 2026.
- Lido Advisors bought 1,581 Ameriprise Financial shares in Q1 2026, an estimated $762K.
- Ameriprise Financial made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #439 holding.
- Lido Advisors first reported a position in Ameriprise Financial in Q3 2017 and has held it in 35 quarters since.
- Lido Advisors's Ameriprise Financial position peaked at $11.5M in Q3 2024.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.