Pinnacle Associates’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$800K	Buy	1,800 +302	+20%	+$146K	0.01%	561
2025 Q4	$735K	Buy	1,498 +185	+14%	+$87.8K	0.01%	579
2025 Q3	$645K	Buy	1,313 +68	+5%	+$34.9K	0.01%	589
2025 Q2	$664K	Sell	1,245 -129	-9%	-$63.7K	0.01%	576
2025 Q1	$665K	Buy	1,374 +21	+2%	+$11K	0.01%	558
2024 Q4	$720K	Buy	1,353 +209	+18%	+$112K	0.01%	532
2024 Q3	$434K	Sell	1,144 -246	-18%	-$107K	0.01%	594
2024 Q2	$594K	Sell	1,390 -55	-4%	-$23.5K	0.01%	551
2024 Q1	$633K	Buy	1,445 +301	+26%	+$121K	0.01%	548
2023 Q4	$434K	Buy	1,144 +45	+4%	+$15.4K	0.01%	602
2023 Q3	$362K	Buy	1,099 +67	+6%	+$22.9K	0.01%	618
2023 Q2	$343K	Sell	1,032 -202	-16%	-$62.1K	0.01%	646
2023 Q1	$378K	Buy	1,234 +268	+28%	+$87.8K	0.01%	578
2022 Q4	$301K	Buy	966 +23	+2%	+$7.01K	0.01%	606
2022 Q3	$238K	Buy	+943	New	+$248K	0.01%	659
2022 Q2	–	Sell	-694	Closed	-$208K	–	749
2022 Q1	$208K	Sell	694 -90	-11%	-$27.2K	﹤0.01%	750
2021 Q4	$236K	Hold	784	–	–	﹤0.01%	724
2021 Q3	$207K	Sell	784 -156	-17%	-$40.8K	﹤0.01%	727
2021 Q2	$234K	Buy	940 +1	+0.1%	+$252	﹤0.01%	696
2021 Q1	$218K	Buy	+939	New	+$203K	﹤0.01%	684
2020 Q1	–	Sell	-1,724	Closed	-$287K	–	657
2019 Q4	$287K	Sell	1,724 -155	-8%	-$24K	0.01%	616
2019 Q3	$276K	Sell	1,879 -45	-2%	-$6.31K	0.01%	619
2019 Q2	$279K	Sell	1,924 -160	-8%	-$23.1K	0.01%	613
2019 Q1	$267K	Buy	2,084 +90	+5%	+$11.2K	0.01%	616
2018 Q4	$208K	Buy	+1,994	New	+$250K	0.01%	640