Northwest & Ethical Investments’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 | $6.34M | Hold |
11,887
| – | – | 0.16% | 164 |
|
|
2025
Q1 | $5.75M | Sell |
11,887
-8,734
| -42% | -$4.23M | 0.16% | 162 |
|
|
2024
Q4 | $11M | Buy |
20,621
+9,527
| +86% | +$5.07M | 0.3% | 110 |
|
|
2024
Q3 | $5.21M | Buy |
+11,094
| New | +$5.21M | 0.14% | 178 |
|
|
2023
Q2 | – | Sell |
-3,266
| Closed | -$1M | – | 385 |
|
|
2023
Q1 | $1M | Hold |
3,266
| – | – | 0.03% | 302 |
|
|
2022
Q4 | $1.02M | Buy |
3,266
+585
| +22% | +$182K | 0.04% | 295 |
|
|
2022
Q3 | $675K | Sell |
2,681
-73
| -3% | -$18.4K | 0.03% | 331 |
|
|
2022
Q2 | $655K | Buy |
+2,754
| New | +$655K | 0.02% | 337 |
|
|
2021
Q4 | – | Sell |
-5,362
| Closed | -$1.42M | – | 400 |
|
|
2021
Q3 | $1.42M | Sell |
5,362
-1,237
| -19% | -$327K | 0.05% | 256 |
|
|
2021
Q2 | $1.64M | Sell |
6,599
-7,294
| -53% | -$1.82M | 0.05% | 258 |
|
|
2021
Q1 | $3.23M | Sell |
13,893
-5,586
| -29% | -$1.3M | 0.11% | 208 |
|
|
2020
Q4 | $3.79M | Hold |
19,479
| – | – | 0.14% | 179 |
|
|
2020
Q3 | $3M | Buy |
19,479
+4,342
| +29% | +$669K | 0.13% | 189 |
|
|
2020
Q2 | $2.27M | Sell |
15,137
-622
| -4% | -$93.3K | 0.11% | 220 |
|
|
2020
Q1 | $1.61M | Sell |
15,759
-2,444
| -13% | -$250K | 0.09% | 243 |
|
|
2019
Q4 | $3.03M | Sell |
18,203
-1,734
| -9% | -$289K | 0.14% | 200 |
|
|
2019
Q3 | $2.93M | Buy |
+19,937
| New | +$2.93M | 0.14% | 192 |
|