Plimoth Trust’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 | $458K | Sell |
859
-9
| -1% | -$4.8K | 0.11% | 122 |
|
|
2025
Q1 | $420K | Sell |
868
-75
| -8% | -$36.3K | 0.11% | 127 |
|
|
2024
Q4 | $502K | Sell |
943
-2
| -0.2% | -$1.07K | 0.13% | 120 |
|
|
2024
Q3 | $444K | Sell |
945
-220
| -19% | -$103K | 0.11% | 127 |
|
|
2024
Q2 | $498K | Sell |
1,165
-50
| -4% | -$21.4K | 0.13% | 115 |
|
|
2024
Q1 | $533K | Sell |
1,215
-365
| -23% | -$160K | 0.14% | 114 |
|
|
2023
Q4 | $600K | Sell |
1,580
-10
| -0.6% | -$3.8K | 0.17% | 110 |
|
|
2023
Q3 | $524K | Sell |
1,590
-90
| -5% | -$29.7K | 0.16% | 113 |
|
|
2023
Q2 | $558K | Sell |
1,680
-45
| -3% | -$14.9K | 0.17% | 113 |
|
|
2023
Q1 | $529K | Sell |
1,725
-540
| -24% | -$166K | 0.16% | 116 |
|
|
2022
Q4 | $706K | Sell |
2,265
-295
| -12% | -$92K | 0.23% | 109 |
|
|
2022
Q3 | $645K | Sell |
2,560
-50
| -2% | -$12.6K | 0.22% | 111 |
|
|
2022
Q2 | $620K | Sell |
2,610
-50
| -2% | -$11.9K | 0.2% | 119 |
|
|
2022
Q1 | $799K | Sell |
2,660
-65
| -2% | -$19.5K | 0.21% | 111 |
|
|
2021
Q4 | $822K | Sell |
2,725
-55
| -2% | -$16.6K | 0.21% | 109 |
|
|
2021
Q3 | $735K | Sell |
2,780
-25
| -0.9% | -$6.61K | 0.21% | 111 |
|
|
2021
Q2 | $698K | Sell |
2,805
-160
| -5% | -$39.8K | 0.2% | 114 |
|
|
2021
Q1 | $689K | Sell |
2,965
-160
| -5% | -$37.2K | 0.2% | 117 |
|
|
2020
Q4 | $607K | Sell |
3,125
-360
| -10% | -$69.9K | 0.19% | 117 |
|
|
2020
Q3 | $537K | Sell |
3,485
-75
| -2% | -$11.6K | 0.18% | 118 |
|
|
2020
Q2 | $534K | Sell |
3,560
-680
| -16% | -$102K | 0.19% | 118 |
|
|
2020
Q1 | $435K | Sell |
4,240
-375
| -8% | -$38.5K | 0.18% | 122 |
|
|
2019
Q4 | $768K | Sell |
4,615
-110
| -2% | -$18.3K | 0.25% | 108 |
|
|
2019
Q3 | $695K | Sell |
4,725
-150
| -3% | -$22.1K | 0.23% | 123 |
|
|
2019
Q2 | $707K | Buy |
4,875
+425
| +10% | +$61.6K | 0.23% | 120 |
|
|
2019
Q1 | $570K | Buy |
4,450
+120
| +3% | +$15.4K | 0.19% | 125 |
|
|
2018
Q4 | $451K | Sell |
4,330
-10
| -0.2% | -$1.04K | 0.17% | 140 |
|
|
2018
Q3 | $640K | Sell |
4,340
-70
| -2% | -$10.3K | 0.21% | 124 |
|
|
2018
Q2 | $616K | Buy |
4,410
+60
| +1% | +$8.38K | 0.21% | 125 |
|
|
2018
Q1 | $644K | Buy |
4,350
+282
| +7% | +$41.7K | 0.22% | 121 |
|
|
2017
Q4 | $690K | Buy |
+4,068
| New | +$690K | 0.25% | 111 |
|