Petrus Trust Company’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 | – | Sell |
-471
| Closed | -$228K | – | 510 |
|
|
2025
Q1 | $228K | Sell |
471
-1,459
| -76% | -$706K | 0.02% | 496 |
|
|
2024
Q4 | $1.03M | Buy |
1,930
+1,163
| +152% | +$619K | 0.1% | 35 |
|
|
2024
Q3 | $360K | Sell |
767
-493
| -39% | -$232K | 0.04% | 344 |
|
|
2024
Q2 | $538K | Buy |
1,260
+707
| +128% | +$302K | 0.05% | 204 |
|
|
2024
Q1 | $242K | Sell |
553
-1,416
| -72% | -$621K | 0.02% | 517 |
|
|
2023
Q4 | $748K | Buy |
1,969
+854
| +77% | +$324K | 0.07% | 95 |
|
|
2023
Q3 | $368K | Buy |
+1,115
| New | +$368K | 0.04% | 312 |
|
|
2023
Q2 | – | Sell |
-1,697
| Closed | -$520K | – | 577 |
|
|
2023
Q1 | $520K | Buy |
+1,697
| New | +$520K | 0.06% | 79 |
|
|
2017
Q2 | – | Sell |
-1,539
| Closed | -$200K | – | 173 |
|
|
2017
Q1 | $200K | Sell |
1,539
-288
| -16% | -$37.4K | 0.05% | 162 |
|
|
2016
Q4 | $203K | Buy |
+1,827
| New | +$203K | 0.05% | 164 |
|
|
2016
Q2 | – | Sell |
-2,926
| Closed | -$275K | – | 172 |
|
|
2016
Q1 | $275K | Buy |
+2,926
| New | +$275K | 0.06% | 100 |
|