Patriot Financial Group Insurance Agency’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 | $533K | Hold |
999
| – | – | 0.06% | 300 |
|
|
2025
Q1 | $484K | Hold |
999
| – | – | 0.06% | 301 |
|
|
2024
Q4 | $532K | Hold |
999
| – | – | 0.07% | 272 |
|
|
2024
Q3 | $469K | Hold |
999
| – | – | 0.06% | 303 |
|
|
2024
Q2 | $427K | Buy |
999
+1
| +0.1% | +$427 | 0.06% | 297 |
|
|
2024
Q1 | $438K | Hold |
998
| – | – | 0.07% | 289 |
|
|
2023
Q4 | $379K | Sell |
998
-155
| -13% | -$58.9K | 0.07% | 289 |
|
|
2023
Q3 | $380K | Hold |
1,153
| – | – | 0.08% | 288 |
|
|
2023
Q2 | $383K | Hold |
1,153
| – | – | 0.07% | 289 |
|
|
2023
Q1 | $353K | Buy |
1,153
+295
| +34% | +$90.4K | 0.07% | 295 |
|
|
2022
Q4 | $267K | Hold |
858
| – | – | 0.04% | 336 |
|
|
2022
Q3 | $216K | Sell |
858
-3
| -0.3% | -$755 | 0.05% | 355 |
|
|
2022
Q2 | $205K | Sell |
861
-34
| -4% | -$8.1K | 0.04% | 374 |
|
|
2022
Q1 | $269K | Sell |
895
-25
| -3% | -$7.51K | 0.05% | 350 |
|
|
2021
Q4 | $278K | Hold |
920
| – | – | 0.05% | 376 |
|
|
2021
Q3 | $243K | Buy |
920
+11
| +1% | +$2.91K | 0.04% | 395 |
|
|
2021
Q2 | $226K | Buy |
909
+23
| +3% | +$5.72K | 0.04% | 402 |
|
|
2021
Q1 | $206K | Buy |
886
+54
| +6% | +$12.6K | 0.05% | 381 |
|
|
2020
Q4 | $162K | Hold |
832
| – | – | 0.04% | 388 |
|
|
2020
Q3 | $128K | Buy |
832
+139
| +20% | +$21.4K | 0.04% | 344 |
|
|
2020
Q2 | $104K | Hold |
693
| – | – | 0.04% | 335 |
|
|
2020
Q1 | $71K | Buy |
693
+660
| +2,000% | +$67.6K | 0.03% | 378 |
|
|
2019
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 962 |
|
|
2019
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 923 |
|
|
2019
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 929 |
|
|
2019
Q1 | $4K | Sell |
33
-72
| -69% | -$8.73K | ﹤0.01% | 880 |
|
|
2018
Q4 | $11K | Buy |
105
+72
| +218% | +$7.54K | 0.01% | 589 |
|
|
2018
Q3 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 722 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$4K | – | 597 |
|
|
2018
Q1 | $4K | Sell |
29
-73
| -72% | -$10.1K | ﹤0.01% | 756 |
|
|
2017
Q4 | $18K | Buy |
102
+78
| +325% | +$13.8K | 0.01% | 475 |
|
|
2017
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 750 |
|