Old North State Trust’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 | $1.53M | Buy |
2,859
+404
| +16% | +$216K | 1.04% | 22 |
|
|
2025
Q1 | $1.31M | Hold |
2,455
| – | – | 0.83% | 28 |
|
|
2024
Q4 | $1.31M | Buy |
2,455
+86
| +4% | +$45.8K | 0.83% | 28 |
|
|
2024
Q3 | $1.11M | Buy |
2,369
+24
| +1% | +$11.3K | 0.9% | 28 |
|
|
2024
Q2 | $1M | Buy |
2,345
+79
| +3% | +$33.8K | 0.87% | 32 |
|
|
2024
Q1 | $994K | Buy |
+2,266
| New | +$994K | 0.84% | 30 |
|
|
2023
Q3 | $673K | Buy |
2,042
+103
| +5% | +$33.9K | 0.52% | 42 |
|
|
2023
Q2 | $644K | Sell |
1,939
-54
| -3% | -$17.9K | 0.48% | 49 |
|
|
2023
Q1 | $611K | Buy |
1,993
+102
| +5% | +$31.3K | 0.42% | 49 |
|
|
2022
Q4 | $589K | Buy |
1,891
+164
| +9% | +$51.1K | 0.39% | 50 |
|
|
2022
Q3 | $435K | Buy |
1,727
+1,725
| +86,250% | +$434K | 0.38% | 56 |
|
|
2022
Q2 | $365 | Buy |
2
+1
| +100% | +$183 | 0.33% | 72 |
|
|
2022
Q1 | $434 | Sell |
1
-1,207
| -100% | -$524K | 0.35% | 67 |
|
|
2021
Q4 | $364K | Buy |
1,208
+23
| +2% | +$6.93K | 0.26% | 78 |
|
|
2021
Q3 | $313K | Buy |
1,185
+79
| +7% | +$20.9K | 0.28% | 80 |
|
|
2021
Q2 | $275K | Sell |
1,106
-62
| -5% | -$15.4K | 0.21% | 98 |
|
|
2021
Q1 | $272K | Buy |
1,168
+141
| +14% | +$32.8K | 0.22% | 92 |
|
|
2020
Q4 | $200K | Buy |
1,027
+887
| +634% | +$173K | 0.15% | 110 |
|
|
2020
Q3 | $22K | Buy |
+140
| New | +$22K | 0.01% | 240 |
|