New Century Financial Group’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 | $249K | Buy |
+466
| New | +$249K | 0.29% | 79 |
|
2025
Q1 | – | Sell |
-1,303
| Closed | -$698K | – | 140 |
|
2024
Q4 | $698K | Sell |
1,303
-222
| -15% | -$119K | 0.3% | 97 |
|
2024
Q3 | $716K | Buy |
1,525
+80
| +6% | +$37.6K | 0.26% | 118 |
|
2024
Q2 | $617K | Buy |
1,445
+814
| +129% | +$348K | 0.26% | 111 |
|
2024
Q1 | $277K | Buy |
631
+5
| +0.8% | +$2.19K | 0.19% | 136 |
|
2023
Q4 | $238K | Buy |
+626
| New | +$238K | 0.21% | 142 |
|