Montecito Bank & Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.63M | Sell |
5,433
-30
| -0.5% | -$14.5K | 0.47% | 49 |
|
|
2024
Q4 | $2.91M | Buy |
5,463
+222
| +4% | +$118K | 0.5% | 49 |
|
|
2024
Q3 | $2.46M | Buy |
5,241
+1,358
| +35% | +$638K | 0.42% | 53 |
|
|
2024
Q2 | $1.66M | Buy |
3,883
+163
| +4% | +$69.6K | 0.34% | 66 |
|
|
2024
Q1 | $1.63M | Buy |
3,720
+201
| +6% | +$88.1K | 0.33% | 71 |
|
|
2023
Q4 | $1.34M | Buy |
3,519
+351
| +11% | +$133K | 0.29% | 83 |
|
|
2023
Q3 | $1.04M | Buy |
3,168
+367
| +13% | +$121K | 0.24% | 102 |
|
|
2023
Q2 | $930K | Sell |
2,801
-42
| -1% | -$14K | 0.21% | 120 |
|
|
2023
Q1 | $871K | Sell |
2,843
-154
| -5% | -$47.2K | 0.21% | 120 |
|
|
2022
Q4 | $933K | Sell |
2,997
-139
| -4% | -$43.3K | 0.23% | 113 |
|
|
2022
Q3 | $790K | Sell |
3,136
-288
| -8% | -$72.6K | 0.21% | 116 |
|
|
2022
Q2 | $814K | Sell |
3,424
-1,038
| -23% | -$247K | 0.19% | 121 |
|
|
2022
Q1 | $1.34M | Buy |
4,462
+9
| +0.2% | +$2.7K | 0.25% | 92 |
|
|
2021
Q4 | $1.34M | Sell |
4,453
-32
| -0.7% | -$9.65K | 0.24% | 95 |
|
|
2021
Q3 | $1.19M | Sell |
4,485
-46
| -1% | -$12.2K | 0.23% | 103 |
|
|
2021
Q2 | $1.13M | Buy |
4,531
+115
| +3% | +$28.6K | 0.22% | 105 |
|
|
2021
Q1 | $1.03M | Sell |
4,416
-302
| -6% | -$70.2K | 0.21% | 104 |
|
|
2020
Q4 | $917K | Buy |
4,718
+200
| +4% | +$38.9K | 0.2% | 101 |
|
|
2020
Q3 | $696K | Sell |
4,518
-2,358
| -34% | -$363K | 0.18% | 107 |
|
|
2020
Q2 | $1.03M | Buy |
6,876
+14
| +0.2% | +$2.1K | 0.28% | 85 |
|
|
2020
Q1 | $703K | Buy |
6,862
+2,844
| +71% | +$291K | 0.23% | 90 |
|
|
2019
Q4 | $670K | Sell |
4,018
-102
| -2% | -$17K | 0.18% | 110 |
|
|
2019
Q3 | $606K | Buy |
4,120
+193
| +5% | +$28.4K | 0.18% | 110 |
|
|
2019
Q2 | $570K | Buy |
3,927
+481
| +14% | +$69.8K | 0.17% | 119 |
|
|
2019
Q1 | $442K | Sell |
3,446
-142
| -4% | -$18.2K | 0.14% | 142 |
|
|
2018
Q4 | $374K | Buy |
3,588
+289
| +9% | +$30.1K | 0.13% | 151 |
|
|
2018
Q3 | $487K | Buy |
3,299
+846
| +34% | +$125K | 0.15% | 140 |
|
|
2018
Q2 | $343K | Buy |
2,453
+243
| +11% | +$34K | 0.11% | 157 |
|
|
2018
Q1 | $327K | Buy |
2,210
+61
| +3% | +$9.03K | 0.11% | 155 |
|
|
2017
Q4 | $364K | Sell |
2,149
-294
| -12% | -$49.8K | 0.12% | 137 |
|
|
2017
Q3 | $363K | Buy |
2,443
+399
| +20% | +$59.3K | 0.13% | 131 |
|
|
2017
Q2 | $260K | Buy |
+2,044
| New | +$260K | 0.09% | 156 |
|
|
2017
Q1 | – | Sell |
-2,113
| Closed | -$234K | – | 194 |
|
|
2016
Q4 | $234K | Buy |
+2,113
| New | +$234K | 0.08% | 155 |
|