Oakworth Capital’s Ameriprise Financial AMP Stock Holding History

Oakworth Capital’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.8K	Sell	67 -16	-19%	-$8.54K	﹤0.01%	382
2025 Q1	$40.2K	Buy	83 +16	+24%	+$7.75K	﹤0.01%	379
2024 Q4	$35.7K	Hold	67	–	–	﹤0.01%	397
2024 Q3	$31.5K	Buy	+67	New	+$31.5K	﹤0.01%	414
2022 Q2	–	Sell	-63	Closed	-$19K	–	543
2022 Q1	$19K	Hold	63	–	–	﹤0.01%	387
2021 Q4	$19K	Hold	63	–	–	﹤0.01%	424
2021 Q3	$17K	Hold	63	–	–	﹤0.01%	420
2021 Q2	$16K	Hold	63	–	–	﹤0.01%	426
2021 Q1	$15K	Sell	63 -23	-27%	-$5.48K	﹤0.01%	419
2020 Q4	$17K	Hold	86	–	–	﹤0.01%	379
2020 Q3	$13K	Hold	86	–	–	﹤0.01%	401
2020 Q2	$13K	Hold	86	–	–	﹤0.01%	380
2020 Q1	$9K	Hold	86	–	–	﹤0.01%	381
2019 Q4	$14K	Hold	86	–	–	﹤0.01%	404
2019 Q3	$13K	Sell	86 -79	-48%	-$11.9K	﹤0.01%	412
2019 Q2	$24K	Buy	165 +13	+9%	+$1.89K	﹤0.01%	409
2019 Q1	$19K	Hold	152	–	–	﹤0.01%	393
2018 Q4	$16K	Hold	152	–	–	﹤0.01%	397
2018 Q3	$22K	Hold	152	–	–	﹤0.01%	385
2018 Q2	$21K	Hold	152	–	–	﹤0.01%	384
2018 Q1	$21K	Buy	152 +39	+35%	+$5.39K	0.01%	364
2017 Q4	$18K	Sell	113 -531	-82%	-$84.6K	﹤0.01%	391
2017 Q3	$89K	Hold	644	–	–	0.02%	227
2017 Q2	$82K	Hold	644	–	–	0.02%	235
2017 Q1	$84K	Sell	644 -90	-12%	-$11.7K	0.02%	232
2016 Q4	$84K	Sell	734 -100	-12%	-$11.4K	0.03%	220
2016 Q3	$83K	Sell	834 -70	-8%	-$6.97K	0.03%	207
2016 Q2	$92K	Buy	904 +590	+188%	+$60K	0.03%	201
2016 Q1	$30K	Hold	314	–	–	0.01%	260
2015 Q4	$33K	Buy	314 +100	+47%	+$10.5K	0.01%	228
2015 Q3	$23K	Hold	214	–	–	0.01%	224
2015 Q2	$27K	Hold	214	–	–	0.01%	212
2015 Q1	$27K	Hold	214	–	–	0.01%	234
2014 Q4	$28K	Hold	214	–	–	0.01%	231
2014 Q3	$27K	Hold	214	–	–	0.02%	193
2014 Q2	$26K	Hold	214	–	–	0.02%	202
2014 Q1	$24K	Hold	214	–	–	0.02%	204
2013 Q4	$25K	Buy	+214	New	+$25K	0.02%	183