Plato Investment Management’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 | $2.15M | Sell |
4,044
-1,723
| -30% | -$916K | 0.16% | 145 |
|
|
2025
Q1 | $2.82M | Sell |
5,767
-1,225
| -18% | -$599K | 0.24% | 100 |
|
|
2024
Q4 | $3.74M | Hold |
6,992
| – | – | 0.27% | 84 |
|
|
2024
Q3 | $3.28M | Buy |
6,992
+202
| +3% | +$94.8K | 0.27% | 91 |
|
|
2024
Q2 | $2.9M | Buy |
6,790
+1,202
| +22% | +$513K | 0.27% | 86 |
|
|
2024
Q1 | $2.45M | Buy |
5,588
+5,559
| +19,169% | +$2.44M | 0.25% | 104 |
|
|
2023
Q4 | $11K | Buy |
+29
| New | +$11K | 0.01% | 362 |
|