Old Port Advisors’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 | $737K | Buy |
1,381
+20
| +1% | +$10.7K | 0.2% | 130 |
|
|
2025
Q1 | $659K | Buy |
1,361
+1
| +0.1% | +$484 | 0.2% | 123 |
|
|
2024
Q4 | $724K | Buy |
1,360
+9
| +0.7% | +$4.79K | 0.21% | 118 |
|
|
2024
Q3 | $635K | Buy |
1,351
+35
| +3% | +$16.4K | 0.18% | 129 |
|
|
2024
Q2 | $562K | Buy |
1,316
+16
| +1% | +$6.84K | 0.17% | 133 |
|
|
2024
Q1 | $570K | Buy |
1,300
+23
| +2% | +$10.1K | 0.17% | 132 |
|
|
2023
Q4 | $485K | Buy |
1,277
+62
| +5% | +$23.5K | 0.16% | 143 |
|
|
2023
Q3 | $401K | Buy |
+1,215
| New | +$401K | 0.15% | 152 |
|
|
2023
Q1 | $434K | Sell |
1,418
-92
| -6% | -$28.1K | 0.16% | 151 |
|
|
2022
Q4 | $470K | Sell |
1,510
-57
| -4% | -$17.7K | 0.18% | 138 |
|
|
2022
Q3 | $433K | Buy |
1,567
+16
| +1% | +$4.42K | 0.17% | 150 |
|
|
2022
Q2 | $365K | Sell |
1,551
-19
| -1% | -$4.47K | 0.14% | 166 |
|
|
2022
Q1 | $467K | Buy |
1,570
+120
| +8% | +$35.7K | 0.16% | 154 |
|
|
2021
Q4 | $463K | Buy |
1,450
+123
| +9% | +$39.3K | 0.16% | 153 |
|
|
2021
Q3 | $362K | Sell |
1,327
-21
| -2% | -$5.73K | 0.13% | 161 |
|
|
2021
Q2 | $333K | Sell |
1,348
-305
| -18% | -$75.3K | 0.12% | 168 |
|
|
2021
Q1 | $384K | Buy |
1,653
+132
| +9% | +$30.7K | 0.15% | 141 |
|
|
2020
Q4 | $286K | Sell |
1,521
-94
| -6% | -$17.7K | 0.12% | 155 |
|
|
2020
Q3 | $249K | Buy |
1,615
+20
| +1% | +$3.08K | 0.12% | 148 |
|
|
2020
Q2 | $239K | Buy |
+1,595
| New | +$239K | 0.13% | 153 |
|
|
2020
Q1 | – | Sell |
-1,349
| Closed | -$226K | – | 173 |
|
|
2019
Q4 | $226K | Buy |
+1,349
| New | +$226K | 0.11% | 163 |
|
|
2019
Q3 | – | Sell |
-1,353
| Closed | -$200K | – | 176 |
|
|
2019
Q2 | $200K | Buy |
+1,353
| New | +$200K | 0.1% | 168 |
|