Moneta Group Investment Advisors’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 | $998K | Buy |
1,870
+154
| +9% | +$82.2K | 0.01% | 308 |
|
|
2025
Q1 | $831K | Sell |
1,716
-62
| -3% | -$30K | 0.01% | 315 |
|
|
2024
Q4 | $946K | Buy |
1,778
+691
| +64% | +$368K | 0.01% | 292 |
|
|
2024
Q3 | $511K | Buy |
1,087
+56
| +5% | +$26.3K | 0.01% | 398 |
|
|
2024
Q2 | $440K | Buy |
1,031
+180
| +21% | +$76.9K | 0.01% | 414 |
|
|
2024
Q1 | $373K | Sell |
851
-71
| -8% | -$31.1K | 0.01% | 432 |
|
|
2023
Q4 | $350K | Buy |
922
+14
| +2% | +$5.32K | 0.01% | 407 |
|
|
2023
Q3 | $299K | Sell |
908
-472
| -34% | -$156K | 0.01% | 407 |
|
|
2023
Q2 | $459K | Sell |
1,380
-275
| -17% | -$91.4K | 0.01% | 336 |
|
|
2023
Q1 | $507K | Buy |
1,655
+418
| +34% | +$128K | 0.01% | 321 |
|
|
2022
Q4 | $433K | Sell |
1,237
-255
| -17% | -$89.3K | 0.01% | 316 |
|
|
2022
Q3 | $376K | Sell |
1,492
-376
| -20% | -$94.8K | 0.01% | 307 |
|
|
2022
Q2 | $444K | Buy |
1,868
+140
| +8% | +$33.3K | 0.02% | 314 |
|
|
2022
Q1 | $519K | Buy |
1,728
+876
| +103% | +$263K | 0.02% | 287 |
|
|
2021
Q4 | $257K | Buy |
+852
| New | +$257K | 0.01% | 412 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$13K | – | 399 |
|
|
2018
Q1 | $13K | Hold |
90
| – | – | ﹤0.01% | 430 |
|
|
2017
Q4 | $15K | Buy |
+90
| New | +$15K | ﹤0.01% | 319 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$65K | – | 150 |
|
|
2015
Q3 | $65K | Buy |
+600
| New | +$65K | 0.02% | 212 |
|