Okabena Investment Services’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	$255K	Hold	477	–	–	0.06%	124
2025 Q1	$231K	Buy	+477	New	+$231K	0.06%	122
2023 Q2	–	Sell	-10	Closed	-$2.42K	–	158
2023 Q1	$2.42K	Sell	10 -120	-92%	-$29K	﹤0.01%	161
2022 Q4	$40.5K	Buy	+130	New	+$40.5K	0.03%	103