Prana Capital Management’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	$6.99M	Sell	15,730 -191,262	-92%	-$92.2M	0.21%	72
2025 Q4	$101M	Buy	206,992 +24,406	+13%	+$11.6M	3.68%	5
2025 Q3	$89.7M	Buy	+182,586	New	+$93.6M	2.99%	10
2023 Q4	–	Sell	-123,577	Closed	-$40.7M	–	89
2023 Q3	$40.7M	Sell	123,577 -95,780	-44%	-$32.7M	2.65%	12
2023 Q2	$72.9M	Buy	219,357 +66,656	+44%	+$20.5M	4.87%	4
2023 Q1	$46.8M	Buy	152,701 +123,021	+414%	+$40.3M	3.97%	5
2022 Q4	$9.24M	Buy	+29,680	New	+$9.05M	0.71%	49
2021 Q4	–	Sell	-86,607	Closed	-$22.9M	–	87
2021 Q3	$22.9M	Buy	+86,607	New	+$22.7M	2.01%	19
2021 Q2	–	Sell	-26,088	Closed	-$6.06M	–	77
2021 Q1	$6.06M	Sell	26,088 -46,613	-64%	-$10.1M	0.5%	50
2020 Q4	$14.1M	Buy	+72,701	New	+$13M	1.84%	17
2019 Q4	–	Sell	-43,367	Closed	-$6.38M	–	51
2019 Q3	$6.38M	Buy	+43,367	New	+$6.08M	1.15%	33
2019 Q2	–	Sell	-212,756	Closed	-$27.1M	–	52
2019 Q1	$27.1M	Buy	212,756 +65,348	+44%	+$8.11M	4.17%	5
2018 Q4	$15.4M	Sell	147,408 -62,177	-30%	-$7.81M	3.31%	11
2018 Q3	$30.9M	Buy	+209,585	New	+$30M	6.7%	3
2018 Q2	–	Sell	-49,594	Closed	-$7.34M	–	42
2018 Q1	$7.34M	Sell	49,594 -79,895	-62%	-$13M	2.16%	19
2017 Q4	$21.9M	Buy	+129,489	New	+$20.7M	7.48%	3