Optimist Retirement Group’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 | $328K | Buy |
615
+64
| +12% | +$34.2K | 0.16% | 77 |
|
|
2025
Q1 | $267K | Buy |
551
+52
| +10% | +$25.2K | 0.13% | 71 |
|
|
2024
Q4 | $266K | Sell |
499
-25
| -5% | -$13.3K | 0.13% | 77 |
|
|
2024
Q3 | $246K | Buy |
524
+9
| +2% | +$4.23K | 0.11% | 97 |
|
|
2024
Q2 | $220K | Hold |
515
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $226K | Buy |
+515
| New | +$226K | 0.12% | 80 |
|