Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18
| Closed | -$8.49K | – | 523 |
|
|
2025
Q1 | $8.49K | Sell |
18
-7
| -28% | -$3.67K | ﹤0.01% | 491 |
|
|
2024
Q4 | $14K | Buy |
+25
| New | +$13.3K | ﹤0.01% | 472 |
|
|
2023
Q1 | – | Sell |
-162
| Closed | -$50.4K | – | 597 |
|
|
2022
Q4 | $50.4K | Hold |
162
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $41K | Hold |
162
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $39K | Sell |
162
-19
| -10% | -$5.09K | ﹤0.01% | 457 |
|
|
2022
Q1 | $54K | Hold |
181
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $55K | Buy |
181
+162
| +853% | +$47.9K | ﹤0.01% | 450 |
|
|
2021
Q3 | $5K | Sell |
19
-34
| -64% | -$8.89K | ﹤0.01% | 653 |
|
|
2021
Q2 | $13K | Buy |
+53
| New | +$13.4K | ﹤0.01% | 575 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$4K | – | 318 |
|
|
2020
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 699 |
|
|
2020
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $3K | Sell |
19
-555
| -97% | -$71.2K | ﹤0.01% | 549 |
|
|
2020
Q1 | $59K | Hold |
574
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $96K | Sell |
574
-230
| -29% | -$35.6K | ﹤0.01% | 351 |
|
|
2019
Q3 | $118K | Sell |
804
-43
| -5% | -$6.03K | ﹤0.01% | 318 |
|
|
2019
Q2 | $123K | Buy |
847
+43
| +5% | +$6.21K | ﹤0.01% | 316 |
|
|
2019
Q1 | $103K | Sell |
804
-15
| -2% | -$1.86K | ﹤0.01% | 319 |
|
|
2018
Q4 | $85K | Hold |
819
| – | – | ﹤0.01% | 338 |
|
|
2018
Q3 | $121K | Hold |
819
| – | – | ﹤0.01% | 328 |
|
|
2018
Q2 | $115K | Hold |
819
| – | – | ﹤0.01% | 337 |
|
|
2018
Q1 | $121K | Hold |
819
| – | – | ﹤0.01% | 342 |
|
|
2017
Q4 | $139K | Hold |
819
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $122K | Buy |
819
+19
| +2% | +$2.65K | ﹤0.01% | 335 |
|
|
2017
Q2 | $116K | Hold |
800
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $104K | Hold |
800
| – | – | ﹤0.01% | 345 |
|
|
2016
Q4 | $89K | Hold |
800
| – | – | ﹤0.01% | 344 |
|
|
2016
Q3 | $80K | Hold |
800
| – | – | ﹤0.01% | 354 |
|
|
2016
Q2 | $72K | Hold |
800
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $75K | Hold |
800
| – | – | ﹤0.01% | 339 |
|
|
2015
Q4 | $85K | Hold |
800
| – | – | ﹤0.01% | 356 |
|
|
2015
Q3 | $100K | Hold |
800
| – | – | ﹤0.01% | 356 |
|
|
2015
Q2 | $100K | Hold |
800
| – | – | ﹤0.01% | 356 |
|
|
2015
Q1 | $105K | Hold |
800
| – | – | ﹤0.01% | 362 |
|
|
2014
Q4 | $106K | Hold |
800
| – | – | ﹤0.01% | 353 |
|
|
2014
Q3 | $99K | Hold |
800
| – | – | ﹤0.01% | 344 |
|
|
2014
Q2 | $96K | Hold |
800
| – | – | ﹤0.01% | 362 |
|
|
2014
Q1 | $88K | Buy |
+800
| New | +$87.6K | ﹤0.01% | 358 |
|
|
2013
Q3 | – | Sell |
-764
| Closed | -$62K | – | 555 |
|
|
2013
Q2 | $62K | Buy |
+764
| New | +$59.4K | ﹤0.01% | 372 |
|
Other funds holding AMP
Loring Wolcott & Coolidge Fiduciary Advisors's AMP Position: Q2 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 18 shares — an estimated $8.49K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMP in Q2 2013 and held it in 38 quarters. The position peaked at $139K in Q4 2017. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 18 Ameriprise Financial shares in Q2 2025, an estimated $8.49K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 38 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Ameriprise Financial position peaked at $139K in Q4 2017.
- 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.