Portside Wealth Group’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 | $311K | Sell |
583
-87
| -13% | -$46.4K | 0.05% | 347 |
|
|
2025
Q1 | $324K | Sell |
670
-5
| -0.7% | -$2.42K | 0.05% | 312 |
|
|
2024
Q4 | $359K | Sell |
675
-15
| -2% | -$7.99K | 0.06% | 281 |
|
|
2024
Q3 | $324K | Sell |
690
-7
| -1% | -$3.29K | 0.06% | 295 |
|
|
2024
Q2 | $298K | Buy |
697
+25
| +4% | +$10.7K | 0.06% | 278 |
|
|
2024
Q1 | $295K | Buy |
672
+8
| +1% | +$3.51K | 0.05% | 276 |
|
|
2023
Q4 | $252K | Buy |
664
+16
| +2% | +$6.08K | 0.05% | 299 |
|
|
2023
Q3 | $213K | Hold |
648
| – | – | 0.04% | 309 |
|
|
2023
Q2 | $215K | Buy |
+648
| New | +$215K | 0.04% | 310 |
|