Pinnacle Associates’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 | $664K | Sell |
1,245
-129
| -9% | -$68.8K | 0.01% | 576 |
|
|
2025
Q1 | $665K | Buy |
1,374
+21
| +2% | +$10.2K | 0.01% | 558 |
|
|
2024
Q4 | $720K | Buy |
1,353
+209
| +18% | +$111K | 0.01% | 532 |
|
|
2024
Q3 | $434K | Sell |
1,144
-246
| -18% | -$93.4K | 0.01% | 594 |
|
|
2024
Q2 | $594K | Sell |
1,390
-55
| -4% | -$23.5K | 0.01% | 551 |
|
|
2024
Q1 | $633K | Buy |
1,445
+301
| +26% | +$132K | 0.01% | 548 |
|
|
2023
Q4 | $434K | Buy |
1,144
+45
| +4% | +$17.1K | 0.01% | 602 |
|
|
2023
Q3 | $362K | Buy |
1,099
+67
| +6% | +$22.1K | 0.01% | 618 |
|
|
2023
Q2 | $343K | Sell |
1,032
-202
| -16% | -$67.1K | 0.01% | 646 |
|
|
2023
Q1 | $378K | Buy |
1,234
+268
| +28% | +$82.1K | 0.01% | 578 |
|
|
2022
Q4 | $301K | Buy |
966
+23
| +2% | +$7.16K | 0.01% | 606 |
|
|
2022
Q3 | $238K | Buy |
+943
| New | +$238K | 0.01% | 659 |
|
|
2022
Q2 | – | Sell |
-694
| Closed | -$208K | – | 749 |
|
|
2022
Q1 | $208K | Sell |
694
-90
| -11% | -$27K | ﹤0.01% | 750 |
|
|
2021
Q4 | $236K | Hold |
784
| – | – | ﹤0.01% | 724 |
|
|
2021
Q3 | $207K | Sell |
784
-156
| -17% | -$41.2K | ﹤0.01% | 727 |
|
|
2021
Q2 | $234K | Buy |
940
+1
| +0.1% | +$249 | ﹤0.01% | 696 |
|
|
2021
Q1 | $218K | Buy |
+939
| New | +$218K | ﹤0.01% | 684 |
|
|
2020
Q1 | – | Sell |
-1,724
| Closed | -$287K | – | 656 |
|
|
2019
Q4 | $287K | Sell |
1,724
-155
| -8% | -$25.8K | 0.01% | 607 |
|
|
2019
Q3 | $276K | Sell |
1,879
-45
| -2% | -$6.61K | 0.01% | 616 |
|
|
2019
Q2 | $279K | Sell |
1,924
-160
| -8% | -$23.2K | 0.01% | 612 |
|
|
2019
Q1 | $267K | Buy |
2,084
+90
| +5% | +$11.5K | 0.01% | 615 |
|
|
2018
Q4 | $208K | Buy |
+1,994
| New | +$208K | 0.01% | 640 |
|