Moody National Bank Trust Division’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 | $295K | Hold |
553
| – | – | 0.03% | 408 |
|
|
2025
Q1 | $268K | Buy |
553
+53
| +11% | +$25.7K | 0.03% | 424 |
|
|
2024
Q4 | $266K | Sell |
500
-5
| -1% | -$2.66K | 0.03% | 419 |
|
|
2024
Q3 | $237K | Hold |
505
| – | – | 0.03% | 426 |
|
|
2024
Q2 | $216K | Hold |
505
| – | – | 0.02% | 425 |
|
|
2024
Q1 | $221K | Sell |
505
-178
| -26% | -$78K | 0.02% | 432 |
|
|
2023
Q4 | $259K | Sell |
683
-961
| -58% | -$365K | 0.02% | 425 |
|
|
2023
Q3 | $542K | Sell |
1,644
-107
| -6% | -$35.3K | 0.04% | 362 |
|
|
2023
Q2 | $582K | Sell |
1,751
-14
| -0.8% | -$4.65K | 0.04% | 338 |
|
|
2023
Q1 | $541K | Sell |
1,765
-5
| -0.3% | -$1.53K | 0.05% | 345 |
|
|
2022
Q4 | $551K | Sell |
1,770
-179
| -9% | -$55.7K | 0.05% | 320 |
|
|
2022
Q3 | $491K | Buy |
1,949
+21
| +1% | +$5.29K | 0.05% | 327 |
|
|
2022
Q2 | $458K | Buy |
1,928
+1,138
| +144% | +$270K | 0.05% | 307 |
|
|
2022
Q1 | $237K | Sell |
790
-100
| -11% | -$30K | 0.01% | 344 |
|
|
2021
Q4 | $269K | Sell |
890
-96
| -10% | -$29K | 0.01% | 336 |
|
|
2021
Q3 | $261K | Buy |
+986
| New | +$261K | ﹤0.01% | 379 |
|
|
2019
Q2 | – | Sell |
-128
| Closed | -$16K | – | 390 |
|
|
2019
Q1 | $16K | Hold |
128
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $13K | Buy |
+128
| New | +$13K | ﹤0.01% | 557 |
|