Mount Yale 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 | $1.84M | Buy |
3,444
+57
| +2% | +$30.4K | 0.14% | 134 |
|
|
2025
Q1 | $1.64M | Buy |
3,387
+14
| +0.4% | +$6.78K | 0.14% | 136 |
|
|
2024
Q4 | $1.8M | Sell |
3,373
-730
| -18% | -$389K | 0.15% | 129 |
|
|
2024
Q3 | $1.93M | Sell |
4,103
-172
| -4% | -$80.8K | 0.19% | 122 |
|
|
2024
Q2 | $1.83M | Sell |
4,275
-185
| -4% | -$79K | 0.14% | 133 |
|
|
2024
Q1 | $1.96M | Buy |
4,460
+166
| +4% | +$72.8K | 0.15% | 136 |
|
|
2023
Q4 | $1.63M | Sell |
4,294
-22
| -0.5% | -$8.36K | 0.16% | 140 |
|
|
2023
Q3 | $1.42M | Sell |
4,316
-106
| -2% | -$34.9K | 0.15% | 140 |
|
|
2023
Q2 | $1.47M | Buy |
4,422
+36
| +0.8% | +$12K | 0.16% | 138 |
|
|
2023
Q1 | $1.34M | Buy |
+4,386
| New | +$1.34M | 0.15% | 141 |
|