Lyell Wealth Management’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 | $749K | Hold |
1,404
| – | – | 0.06% | 131 |
|
|
2025
Q1 | $680K | Hold |
1,404
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $748K | Hold |
1,404
| – | – | 0.07% | 125 |
|
|
2024
Q3 | $660K | Hold |
1,404
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $600K | Hold |
1,404
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $616K | Hold |
1,404
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $533K | Hold |
1,404
| – | – | 0.06% | 132 |
|
|
2023
Q3 | $463K | Hold |
1,404
| – | – | 0.06% | 127 |
|
|
2023
Q2 | $466K | Sell |
1,404
-41
| -3% | -$13.6K | 0.06% | 137 |
|
|
2023
Q1 | $443K | Buy |
1,445
+27
| +2% | +$8.28K | 0.06% | 144 |
|
|
2022
Q4 | $442K | Sell |
1,418
-3
| -0.2% | -$934 | 0.07% | 139 |
|
|
2022
Q3 | $358K | Sell |
1,421
-12
| -0.8% | -$3.02K | 0.06% | 148 |
|
|
2022
Q2 | $341K | Buy |
1,433
+41
| +3% | +$9.76K | 0.06% | 154 |
|
|
2022
Q1 | $418K | Buy |
1,392
+12
| +0.9% | +$3.6K | 0.05% | 148 |
|
|
2021
Q4 | $416K | Sell |
1,380
-84
| -6% | -$25.3K | 0.05% | 144 |
|
|
2021
Q3 | $387K | Hold |
1,464
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $364K | Buy |
1,464
+87
| +6% | +$21.6K | 0.05% | 152 |
|
|
2021
Q1 | $320K | Buy |
1,377
+8
| +0.6% | +$1.86K | 0.05% | 148 |
|
|
2020
Q4 | $266K | Buy |
1,369
+4
| +0.3% | +$777 | 0.04% | 145 |
|
|
2020
Q3 | $210K | Hold |
1,365
| – | – | 0.04% | 128 |
|
|
2020
Q2 | $205K | Buy |
+1,365
| New | +$205K | 0.05% | 119 |
|
|
2020
Q1 | – | Sell |
-1,365
| Closed | -$227K | – | 120 |
|
|
2019
Q4 | $227K | Hold |
1,365
| – | – | 0.06% | 121 |
|
|
2019
Q3 | $201K | Buy |
+1,365
| New | +$201K | 0.06% | 118 |
|
|
2018
Q4 | – | Sell |
-1,430
| Closed | -$211K | – | 110 |
|
|
2018
Q3 | $211K | Hold |
1,430
| – | – | 0.07% | 113 |
|
|
2018
Q2 | $200K | Hold |
1,430
| – | – | 0.07% | 106 |
|
|
2018
Q1 | $212K | Hold |
1,430
| – | – | 0.08% | 103 |
|
|
2017
Q4 | $242K | Hold |
1,430
| – | – | 0.1% | 98 |
|
|
2017
Q3 | $212K | Buy |
+1,430
| New | +$212K | 0.09% | 101 |
|
|
2017
Q1 | – | Sell |
-2,570
| Closed | -$285K | – | 99 |
|
|
2016
Q4 | $285K | Buy |
+2,570
| New | +$285K | 0.18% | 83 |
|