NewEdge Advisors’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.06M	Sell	15,896 -910	-5%	-$439K	0.03%	559
2025 Q4	$8.24M	Buy	16,806 +3,651	+28%	+$1.73M	0.03%	498
2025 Q3	$6.46M	Buy	13,155 +194	+1%	+$99.4K	0.03%	535
2025 Q2	$6.92M	Sell	12,961 -784	-6%	-$387K	0.04%	463
2025 Q1	$6.65M	Buy	13,745 +48	+0.4%	+$25.2K	0.04%	426
2024 Q4	$7.29M	Buy	13,697 +4,824	+54%	+$2.57M	0.04%	388
2024 Q3	$4.17M	Sell	8,873 -293	-3%	-$127K	0.03%	540
2024 Q2	$3.92M	Buy	9,166 +789	+9%	+$337K	0.03%	521
2024 Q1	$3.67M	Sell	8,377 -115	-1%	-$46K	0.03%	489
2023 Q4	$3.27M	Buy	8,492 +548	+7%	+$188K	0.03%	487
2023 Q3	$2.62M	Buy	7,944 +460	+6%	+$157K	0.03%	510
2023 Q2	$2.49M	Sell	7,484 -1,060	-12%	-$326K	0.03%	521
2023 Q1	$2.6M	Sell	8,544 -659	-7%	-$216K	0.03%	451
2022 Q4	$2M	Buy	9,203 +101	+1%	+$30.8K	0.05%	336
2022 Q3	$2.29M	Buy	9,102 +643	+8%	+$169K	0.04%	393
2022 Q2	$2.01M	Buy	+8,459	New	+$2.27M	0.03%	435
2022 Q1	–	Sell	-7,008	Closed	-$2.11M	–	1170
2021 Q4	$2.11M	Buy	7,008 +4,015	+134%	+$1.19M	0.03%	434
2021 Q3	$790K	Buy	2,993 +113	+4%	+$29.6K	0.02%	606
2021 Q2	$717K	Buy	2,880 +56	+2%	+$14.1K	0.02%	619
2021 Q1	$656K	Sell	2,824 -192	-6%	-$41.5K	0.02%	587
2020 Q4	$586K	Sell	3,016 -150	-5%	-$26.8K	0.02%	576
2020 Q3	$488K	Sell	3,166 -267	-8%	-$41.1K	0.02%	581
2020 Q2	$515K	Sell	3,433 -702	-17%	-$90K	0.02%	529
2020 Q1	$424K	Sell	4,135 -1,708	-29%	-$253K	0.02%	500
2019 Q4	$973K	Buy	5,843 +1,520	+35%	+$236K	0.04%	361
2019 Q3	$630K	Buy	4,323 +1,789	+71%	+$251K	0.03%	431
2019 Q2	$368K	Buy	+2,534	New	+$366K	0.02%	480
2017 Q3	–	Sell	-65	Closed	-$8.63K	–	400
2017 Q2	$8.63K	Buy	+65	New	+$8.25K	﹤0.01%	1014