Procyon Advisors’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 | $1.97M | Sell |
3,692
-2,866
| -44% | -$1.53M | 0.18% | 107 |
|
2025
Q1 | $3.17M | Buy |
6,558
+366
| +6% | +$177K | 0.19% | 112 |
|
2024
Q4 | $3.3M | Buy |
6,192
+380
| +7% | +$202K | 0.21% | 102 |
|
2024
Q3 | $2.73M | Sell |
5,812
-54
| -0.9% | -$25.4K | 0.19% | 120 |
|
2024
Q2 | $2.51M | Buy |
5,866
+293
| +5% | +$125K | 0.19% | 119 |
|
2024
Q1 | $2.44M | Buy |
5,573
+175
| +3% | +$76.7K | 0.19% | 126 |
|
2023
Q4 | $2.05M | Buy |
5,398
+371
| +7% | +$141K | 0.17% | 134 |
|
2023
Q3 | $1.66M | Buy |
5,027
+2,210
| +78% | +$729K | 0.17% | 136 |
|
2023
Q2 | $936K | Buy |
2,817
+1,270
| +82% | +$422K | 0.12% | 164 |
|
2023
Q1 | $474K | Sell |
1,547
-337
| -18% | -$103K | 0.08% | 233 |
|
2022
Q4 | $587K | Buy |
1,884
+238
| +14% | +$74.1K | 0.11% | 185 |
|
2022
Q3 | $415K | Sell |
1,646
-106
| -6% | -$26.7K | 0.1% | 190 |
|
2022
Q2 | $416K | Buy |
1,752
+14
| +0.8% | +$3.32K | 0.09% | 205 |
|
2022
Q1 | $522K | Buy |
1,738
+501
| +41% | +$150K | 0.11% | 177 |
|
2021
Q4 | $373K | Buy |
1,237
+207
| +20% | +$62.4K | 0.08% | 225 |
|
2021
Q3 | $272K | Buy |
1,030
+51
| +5% | +$13.5K | 0.07% | 248 |
|
2021
Q2 | $244K | Buy |
979
+109
| +13% | +$27.2K | 0.07% | 253 |
|
2021
Q1 | $202K | Buy |
+870
| New | +$202K | 0.09% | 228 |
|
2020
Q3 | – | Sell |
-862
| Closed | -$129K | – | 249 |
|
2020
Q2 | $129K | Buy |
862
+302
| +54% | +$45.2K | 0.07% | 248 |
|
2020
Q1 | $57K | Sell |
560
-126
| -18% | -$12.8K | 0.04% | 316 |
|
2019
Q4 | $114K | Buy |
+686
| New | +$114K | 0.07% | 248 |
|