Moors & Cabot’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 | $211K | Sell |
395
-43
| -10% | -$23K | 0.01% | 791 |
|
|
2025
Q1 | $212K | Sell |
438
-12
| -3% | -$5.81K | 0.01% | 760 |
|
|
2024
Q4 | $240K | Buy |
450
+8
| +2% | +$4.26K | 0.01% | 740 |
|
|
2024
Q3 | $208K | Buy |
+442
| New | +$208K | 0.01% | 786 |
|
|
2024
Q2 | – | Sell |
-518
| Closed | -$227K | – | 850 |
|
|
2024
Q1 | $227K | Buy |
+518
| New | +$227K | 0.01% | 774 |
|