Peddock Capital 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 | $2.44M | Sell |
4,580
-15
| -0.3% | -$8.01K | 0.57% | 47 |
|
2025
Q1 | $2.22M | Sell |
4,595
-157
| -3% | -$76K | 0.56% | 49 |
|
2024
Q4 | $2.53M | Sell |
4,752
-51
| -1% | -$27.2K | 0.61% | 44 |
|
2024
Q3 | $2.26M | Buy |
4,803
+70
| +1% | +$32.9K | 0.54% | 47 |
|
2024
Q2 | $2.02M | Buy |
4,733
+30
| +0.6% | +$12.8K | 0.52% | 47 |
|
2024
Q1 | $2.06M | Buy |
4,703
+111
| +2% | +$48.7K | 0.54% | 48 |
|
2023
Q4 | $1.74M | Buy |
4,592
+81
| +2% | +$30.8K | 0.53% | 49 |
|
2023
Q3 | $1.49M | Sell |
4,511
-284
| -6% | -$93.6K | 0.5% | 51 |
|
2023
Q2 | $1.59M | Buy |
4,795
+90
| +2% | +$29.9K | 0.52% | 49 |
|
2023
Q1 | $1.44M | Buy |
4,705
+221
| +5% | +$67.7K | 0.5% | 52 |
|
2022
Q4 | $1.4M | Buy |
4,484
+162
| +4% | +$50.4K | 0.54% | 48 |
|
2022
Q3 | $1.09M | Sell |
4,322
-184
| -4% | -$46.4K | 0.45% | 61 |
|
2022
Q2 | $1.07M | Sell |
4,506
-19
| -0.4% | -$4.52K | 0.42% | 69 |
|
2022
Q1 | $1.36M | Buy |
4,525
+319
| +8% | +$95.8K | 0.44% | 64 |
|
2021
Q4 | $1.27M | Hold |
4,206
| – | – | 0.42% | 65 |
|
2021
Q3 | $1.11M | Buy |
4,206
+9
| +0.2% | +$2.38K | 0.4% | 69 |
|
2021
Q2 | $1.08M | Buy |
4,197
+175
| +4% | +$45.1K | 0.38% | 72 |
|
2021
Q1 | $935K | Buy |
4,022
+373
| +10% | +$86.7K | 0.36% | 74 |
|
2020
Q4 | $709K | Buy |
3,649
+106
| +3% | +$20.6K | 0.37% | 60 |
|
2020
Q3 | $546K | Buy |
3,543
+1
| +0% | +$154 | 0.33% | 68 |
|
2020
Q2 | $531K | Hold |
3,542
| – | – | 0.33% | 63 |
|
2020
Q1 | $363K | Sell |
3,542
-58
| -2% | -$5.94K | 0.27% | 74 |
|
2019
Q4 | $600K | Sell |
3,600
-59
| -2% | -$9.83K | 0.31% | 68 |
|
2019
Q3 | $538K | Sell |
3,659
-460
| -11% | -$67.6K | 0.3% | 72 |
|
2019
Q2 | $598K | Buy |
4,119
+70
| +2% | +$10.2K | 0.32% | 65 |
|
2019
Q1 | $519K | Sell |
4,049
-118
| -3% | -$15.1K | 0.28% | 67 |
|
2018
Q4 | $435K | Sell |
4,167
-367
| -8% | -$38.3K | 0.26% | 70 |
|
2018
Q3 | $669K | Sell |
4,534
-560
| -11% | -$82.6K | 0.32% | 64 |
|
2018
Q2 | $713K | Buy |
5,094
+1
| +0% | +$140 | 0.36% | 58 |
|
2018
Q1 | $753K | Buy |
5,093
+94
| +2% | +$13.9K | 0.4% | 57 |
|
2017
Q4 | $847K | Buy |
4,999
+1
| +0% | +$169 | 0.42% | 54 |
|
2017
Q3 | $742K | Buy |
4,998
+288
| +6% | +$42.8K | 0.38% | 61 |
|
2017
Q2 | $600K | Buy |
4,710
+258
| +6% | +$32.9K | 0.32% | 63 |
|
2017
Q1 | $577K | Buy |
4,452
+236
| +6% | +$30.6K | 0.33% | 60 |
|
2016
Q4 | $468K | Buy |
4,216
+1,183
| +39% | +$131K | 0.27% | 64 |
|
2016
Q3 | $303K | Buy |
3,033
+1
| +0% | +$100 | 0.19% | 77 |
|
2016
Q2 | $272K | Buy |
3,032
+73
| +2% | +$6.55K | 0.17% | 76 |
|
2016
Q1 | $278K | Buy |
2,959
+442
| +18% | +$41.5K | 0.21% | 73 |
|
2015
Q4 | $268K | Buy |
2,517
+333
| +15% | +$35.5K | 0.21% | 79 |
|
2015
Q3 | $238K | Sell |
2,184
-172
| -7% | -$18.7K | 0.22% | 93 |
|
2015
Q2 | $294K | Buy |
2,356
+459
| +24% | +$57.3K | 0.24% | 92 |
|
2015
Q1 | $248K | Sell |
1,897
-200
| -10% | -$26.1K | 0.2% | 91 |
|
2014
Q4 | $277K | Buy |
2,097
+340
| +19% | +$44.9K | 0.22% | 88 |
|
2014
Q3 | $217K | Hold |
1,757
| – | – | 0.18% | 87 |
|
2014
Q2 | $211K | Buy |
+1,757
| New | +$211K | 0.16% | 88 |
|