LRI Investments’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	$203K	Sell	380 -99	-21%	-$52.8K	0.02%	285
2025 Q1	$232K	Sell	479 -234	-33%	-$113K	0.02%	245
2024 Q4	$380K	Hold	713	–	–	0.04%	173
2024 Q3	$400K	Buy	713 +67	+10%	+$37.6K	0.04%	180
2024 Q2	$276K	Buy	+646	New	+$276K	0.03%	193