Montag & Caldwell’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	–	Sell	-27	Closed	-$13.1K	–	116
2025 Q1	$13.1K	Hold	27	–	–	﹤0.01%	108
2024 Q4	$14.4K	Buy	+27	New	+$14.4K	﹤0.01%	114