Orrstown Financial Services’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-430	Closed	-$229K	–	131
2024 Q4	$229K	Buy	430 +2	+0.5%	+$1.07K	0.06%	128
2024 Q3	$201K	Buy	+428	New	+$186K	0.06%	140
2019 Q3	–	Sell	-17	Closed	-$2K	–	224
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	207
2019 Q1	$2K	Sell	17 -100	-85%	-$12.4K	﹤0.01%	212
2018 Q4	$12K	Hold	117	–	–	0.02%	161
2018 Q3	$17K	Sell	117 -640	-85%	-$91.6K	0.02%	157
2018 Q2	$106K	Hold	757	–	–	0.13%	104
2018 Q1	$112K	Sell	757 -13	-2%	-$2.12K	0.13%	106
2017 Q4	$130K	Sell	770 -15	-2%	-$2.4K	0.15%	97
2017 Q3	$117K	Buy	785 +25	+3%	+$3.49K	0.13%	105
2017 Q2	$97K	Hold	760	–	–	0.11%	111
2017 Q1	$99K	Buy	760 +495	+187%	+$61.3K	0.1%	112
2016 Q4	$30K	Buy	265 +80	+43%	+$8.45K	0.03%	158
2016 Q3	$18K	Buy	185 +60	+48%	+$5.81K	0.02%	172
2016 Q2	$11K	Buy	+125	New	+$12.1K	0.01%	178
2016 Q1	–	Sell	-40	Closed	-$4K	–	203
2015 Q4	$4K	Sell	40 -60	-60%	-$6.71K	﹤0.01%	204
2015 Q3	$11K	Buy	100 +40	+67%	+$4.72K	0.01%	153
2015 Q2	$7K	Buy	+60	New	+$7.65K	0.01%	166