Proficio Capital Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-704
| Closed | -$376K | – | 233 |
|
|
2025
Q2 | $376K | Buy |
704
+21
| +3% | +$10.4K | 0.02% | 292 |
|
|
2025
Q1 | $331K | Sell |
683
-15
| -2% | -$7.87K | 0.03% | 276 |
|
|
2024
Q4 | $372K | Buy |
698
+232
| +50% | +$124K | 0.03% | 233 |
|
|
2024
Q3 | $219K | Sell |
466
-202
| -30% | -$87.6K | 0.02% | 262 |
|
|
2024
Q2 | $285K | Buy |
668
+25
| +4% | +$10.7K | 0.03% | 255 |
|
|
2024
Q1 | $282K | Buy |
643
+6
| +0.9% | +$2.4K | 0.03% | 256 |
|
|
2023
Q4 | $242K | Buy |
+637
| New | +$218K | 0.03% | 266 |
|
|
2019
Q3 | – | Sell |
-603
| Closed | -$88K | – | 204 |
|
|
2019
Q2 | $88K | Sell |
603
-18
| -3% | -$2.6K | 0.03% | 228 |
|
|
2019
Q1 | $80K | Buy |
621
+43
| +7% | +$5.34K | 0.03% | 236 |
|
|
2018
Q4 | $60K | Buy |
578
+75
| +15% | +$9.42K | 0.03% | 248 |
|
|
2018
Q3 | $74K | Buy |
503
+95
| +23% | +$13.6K | 0.03% | 260 |
|
|
2018
Q2 | $57K | Sell |
408
-4
| -1% | -$567 | 0.02% | 321 |
|
|
2018
Q1 | $61K | Buy |
412
+16
| +4% | +$2.61K | 0.02% | 293 |
|
|
2017
Q4 | $67K | Sell |
396
-10
| -2% | -$1.6K | 0.03% | 284 |
|
|
2017
Q3 | $60K | Sell |
406
-117
| -22% | -$16.3K | 0.02% | 338 |
|
|
2017
Q2 | $76K | Sell |
523
-33
| -6% | -$4.19K | 0.03% | 302 |
|
|
2017
Q1 | $68K | Buy |
556
+228
| +70% | +$28.2K | 0.03% | 318 |
|
|
2016
Q4 | $36K | Sell |
328
-34
| -9% | -$3.59K | 0.02% | 318 |
|
|
2016
Q3 | $36K | Sell |
362
-46
| -11% | -$4.46K | 0.02% | 328 |
|
|
2016
Q2 | $39K | Sell |
408
-51
| -11% | -$4.93K | 0.02% | 306 |
|
|
2016
Q1 | $43K | Buy |
459
+421
| +1,108% | +$37.7K | 0.04% | 232 |
|
|
2015
Q4 | $4K | Buy |
+38
| New | +$4.25K | ﹤0.01% | 453 |
|