POIA
Pin Oak Investment Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
788
| – | – | 0.32% | 59 |
|
|
2025
Q1 | $380K | Hold |
788
| – | – | 0.29% | 63 |
|
|
2024
Q4 | $370K | Hold |
788
| – | – | 0.34% | 52 |
|
|
2024
Q3 | $370K | Hold |
788
| – | – | 0.34% | 52 |
|
|
2024
Q2 | $337K | Hold |
788
| – | – | 0.32% | 52 |
|
|
2024
Q1 | $345K | Buy |
788
+676
| +604% | +$296K | 0.33% | 57 |
|
|
2023
Q4 | $43K | Hold |
112
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $37K | Hold |
112
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $37K | Hold |
112
| – | – | 0.04% | 192 |
|
|
2023
Q1 | $34K | Hold |
112
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $35K | Hold |
112
| – | – | 0.04% | 168 |
|
|
2022
Q3 | $28K | Hold |
112
| – | – | 0.04% | 177 |
|
|
2022
Q2 | $27K | Hold |
112
| – | – | 0.03% | 191 |
|
|
2022
Q1 | $34K | Hold |
112
| – | – | 0.04% | 193 |
|
|
2021
Q4 | $34K | Hold |
112
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $30K | Hold |
112
| – | – | 0.03% | 211 |
|
|
2021
Q2 | $28K | Hold |
112
| – | – | 0.03% | 214 |
|
|
2021
Q1 | $26K | Sell |
112
-36
| -24% | -$8.36K | 0.02% | 226 |
|
|
2020
Q4 | $29K | Hold |
148
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $23K | Hold |
148
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $22K | Hold |
148
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $15K | Buy |
148
+3
| +2% | +$304 | 0.02% | 244 |
|
|
2019
Q4 | $24K | Hold |
145
| – | – | 0.02% | 240 |
|
|
2019
Q3 | $21K | Sell |
145
-1
| -0.7% | -$145 | 0.02% | 250 |
|
|
2019
Q2 | $21K | Hold |
146
| – | – | 0.02% | 263 |
|
|
2019
Q1 | $19K | Hold |
146
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $15K | Buy |
+146
| New | +$15K | 0.01% | 273 |
|