MQS Management’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-660	Closed	-$324K	–	402
2025 Q3	$324K	Sell	660 -512	-44%	-$262K	0.19%	237
2025 Q2	$626K	Buy	+1,172	New	+$579K	0.34%	73
2024 Q3	–	Sell	-673	Closed	-$287K	–	429
2024 Q2	$287K	Sell	673 -825	-55%	-$352K	0.17%	264
2024 Q1	$657K	Buy	+1,498	New	+$600K	0.38%	64
2023 Q2	–	Sell	-1,557	Closed	-$477K	–	395
2023 Q1	$477K	Buy	+1,557	New	+$510K	0.31%	104
2022 Q3	–	Sell	-2,085	Closed	-$496K	–	405
2022 Q2	$496K	Buy	+2,085	New	+$559K	0.34%	108
2022 Q1	–	Sell	-2,484	Closed	-$749K	–	333
2021 Q4	$749K	Buy	+2,484	New	+$735K	1.2%	3