Pacific Capital Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,372
| Closed | -$730K | – | 40 |
|
|
2024
Q4 | $730K | Sell |
1,372
-626
| -31% | -$333K | 0.43% | 47 |
|
|
2024
Q3 | $939K | Hold |
1,998
| – | – | 0.55% | 45 |
|
|
2024
Q2 | $854K | Hold |
1,998
| – | – | 0.56% | 49 |
|
|
2024
Q1 | $876K | Hold |
1,998
| – | – | 0.57% | 46 |
|
|
2023
Q4 | $759K | Buy |
1,998
+36
| +2% | +$13.7K | 0.57% | 43 |
|
|
2023
Q3 | $647K | Buy |
+1,962
| New | +$647K | 0.39% | 46 |
|