OneDigital Investment 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 | $1.44M | Sell |
2,699
-1
| -0% | -$534 | 0.02% | 530 |
|
|
2025
Q1 | $1.31M | Sell |
2,700
-393
| -13% | -$190K | 0.02% | 525 |
|
|
2024
Q4 | $1.65M | Sell |
3,093
-420
| -12% | -$224K | 0.02% | 473 |
|
|
2024
Q3 | $1.65M | Buy |
3,513
+26
| +0.7% | +$12.2K | 0.02% | 496 |
|
|
2024
Q2 | $1.49M | Buy |
3,487
+1,121
| +47% | +$479K | 0.02% | 492 |
|
|
2024
Q1 | $1.04M | Buy |
2,366
+26
| +1% | +$11.4K | 0.02% | 494 |
|
|
2023
Q4 | $889K | Buy |
2,340
+41
| +2% | +$15.6K | 0.02% | 521 |
|
|
2023
Q3 | $758K | Sell |
2,299
-43
| -2% | -$14.2K | 0.02% | 506 |
|
|
2023
Q2 | $778K | Sell |
2,342
-141
| -6% | -$46.8K | 0.02% | 483 |
|
|
2023
Q1 | $761K | Buy |
2,483
+123
| +5% | +$37.7K | 0.02% | 471 |
|
|
2022
Q4 | $735K | Buy |
2,360
+13
| +0.6% | +$4.05K | 0.02% | 424 |
|
|
2022
Q3 | $591K | Buy |
2,347
+1
| +0% | +$252 | 0.02% | 417 |
|
|
2022
Q2 | $558K | Buy |
2,346
+590
| +34% | +$140K | 0.02% | 391 |
|
|
2022
Q1 | $527K | Buy |
1,756
+84
| +5% | +$25.2K | 0.02% | 425 |
|
|
2021
Q4 | $504K | Buy |
1,672
+33
| +2% | +$9.95K | 0.02% | 431 |
|
|
2021
Q3 | $433K | Buy |
1,639
+18
| +1% | +$4.76K | 0.02% | 455 |
|
|
2021
Q2 | $403K | Buy |
1,621
+15
| +0.9% | +$3.73K | 0.02% | 465 |
|
|
2021
Q1 | $373K | Sell |
1,606
-266
| -14% | -$61.8K | 0.02% | 451 |
|
|
2020
Q4 | $364K | Sell |
1,872
-26
| -1% | -$5.06K | 0.02% | 424 |
|
|
2020
Q3 | $292K | Buy |
1,898
+423
| +29% | +$65.1K | 0.02% | 436 |
|
|
2020
Q2 | $221K | Buy |
+1,475
| New | +$221K | 0.02% | 509 |
|
|
2019
Q3 | – | Sell |
-230
| Closed | -$33K | – | 548 |
|
|
2019
Q2 | $33K | Buy |
230
+38
| +20% | +$5.45K | ﹤0.01% | 652 |
|
|
2019
Q1 | $25K | Sell |
192
-11
| -5% | -$1.43K | ﹤0.01% | 662 |
|
|
2018
Q4 | $21K | Hold |
203
| – | – | ﹤0.01% | 675 |
|
|
2018
Q3 | $30K | Hold |
203
| – | – | 0.01% | 531 |
|
|
2018
Q2 | $28K | Buy |
203
+28
| +16% | +$3.86K | 0.01% | 688 |
|
|
2018
Q1 | $26K | Hold |
175
| – | – | 0.01% | 710 |
|
|
2017
Q4 | $30K | Buy |
175
+1
| +0.6% | +$171 | ﹤0.01% | 654 |
|
|
2017
Q3 | $26K | Hold |
174
| – | – | 0.01% | 550 |
|
|
2017
Q2 | $22K | Buy |
+174
| New | +$22K | 0.01% | 706 |
|