Raymond James Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.71M | Buy |
10,016
+606
| +6% | +$285K | 0.1% | 180 |
|
|
2024
Q2 | $4.02M | Sell |
9,410
-125
| -1% | -$53.4K | 0.09% | 192 |
|
|
2024
Q1 | $4.18M | Sell |
9,535
-443
| -4% | -$194K | 0.1% | 188 |
|
|
2023
Q4 | $3.79M | Buy |
9,978
+98
| +1% | +$37.2K | 0.1% | 193 |
|
|
2023
Q3 | $3.26M | Sell |
9,880
-179
| -2% | -$59K | 0.1% | 186 |
|
|
2023
Q2 | $3.34M | Buy |
10,059
+361
| +4% | +$120K | 0.1% | 191 |
|
|
2023
Q1 | $2.97M | Buy |
9,698
+76
| +0.8% | +$23.3K | 0.09% | 205 |
|
|
2022
Q4 | $3M | Sell |
9,622
-278
| -3% | -$86.6K | 0.1% | 192 |
|
|
2022
Q3 | $2.5M | Sell |
9,900
-497
| -5% | -$125K | 0.09% | 201 |
|
|
2022
Q2 | $2.47M | Sell |
10,397
-132
| -1% | -$31.4K | 0.09% | 209 |
|
|
2022
Q1 | $3.16M | Buy |
10,529
+230
| +2% | +$69.1K | 0.1% | 196 |
|
|
2021
Q4 | $3.11M | Sell |
10,299
-3,232
| -24% | -$975K | 0.09% | 197 |
|
|
2021
Q3 | $3.57M | Sell |
13,531
-1,317
| -9% | -$348K | 0.12% | 162 |
|
|
2021
Q2 | $3.7M | Sell |
14,848
-321
| -2% | -$79.9K | 0.12% | 157 |
|
|
2021
Q1 | $3.53M | Sell |
15,169
-329
| -2% | -$76.5K | 0.12% | 156 |
|
|
2020
Q4 | $3.01M | Sell |
15,498
-238
| -2% | -$46.3K | 0.12% | 164 |
|
|
2020
Q3 | $2.43M | Sell |
15,736
-310
| -2% | -$47.8K | 0.1% | 173 |
|
|
2020
Q2 | $2.41M | Buy |
16,046
+793
| +5% | +$119K | 0.12% | 160 |
|
|
2020
Q1 | $1.56M | Buy |
15,253
+304
| +2% | +$31.2K | 0.09% | 193 |
|
|
2019
Q4 | $2.49M | Buy |
14,949
+158
| +1% | +$26.3K | 0.12% | 166 |
|
|
2019
Q3 | $2.18M | Sell |
14,791
-1,144
| -7% | -$168K | 0.11% | 183 |
|
|
2019
Q2 | $2.31M | Buy |
15,935
+177
| +1% | +$25.7K | 0.13% | 164 |
|
|
2019
Q1 | $2.02M | Sell |
15,758
-77
| -0.5% | -$9.87K | 0.12% | 174 |
|
|
2018
Q4 | $1.65M | Buy |
15,835
+974
| +7% | +$102K | 0.11% | 190 |
|
|
2018
Q3 | $2.19M | Buy |
14,861
+459
| +3% | +$67.8K | 0.12% | 174 |
|
|
2018
Q2 | $2.01M | Sell |
14,402
-176
| -1% | -$24.6K | 0.12% | 173 |
|
|
2018
Q1 | $2.16M | Buy |
14,578
+644
| +5% | +$95.3K | 0.15% | 158 |
|
|
2017
Q4 | $2.36M | Buy |
13,934
+732
| +6% | +$124K | 0.16% | 140 |
|
|
2017
Q3 | $1.96M | Buy |
13,202
+133
| +1% | +$19.7K | 0.14% | 160 |
|
|
2017
Q2 | $1.66M | Sell |
13,069
-1,497
| -10% | -$191K | 0.12% | 177 |
|
|
2017
Q1 | $1.89M | Buy |
14,566
+1,437
| +11% | +$186K | 0.14% | 155 |
|
|
2016
Q4 | $1.46M | Buy |
13,129
+3,849
| +41% | +$427K | 0.12% | 179 |
|
|
2016
Q3 | $926K | Sell |
9,280
-331
| -3% | -$33K | 0.08% | 230 |
|
|
2016
Q2 | $864K | Sell |
9,611
-338
| -3% | -$30.4K | 0.08% | 238 |
|
|
2016
Q1 | $935K | Buy |
9,949
+6,085
| +157% | +$572K | 0.09% | 223 |
|
|
2015
Q4 | $411K | Sell |
3,864
-141
| -4% | -$15K | 0.04% | 374 |
|
|
2015
Q3 | $438K | Buy |
4,005
+1,344
| +51% | +$147K | 0.05% | 330 |
|
|
2015
Q2 | $332K | Sell |
2,661
-45
| -2% | -$5.61K | 0.04% | 410 |
|
|
2015
Q1 | $354K | Buy |
2,706
+192
| +8% | +$25.1K | 0.04% | 405 |
|
|
2014
Q4 | $333K | Sell |
2,514
-1
| -0% | -$132 | 0.04% | 414 |
|
|
2014
Q3 | $311K | Buy |
2,515
+302
| +14% | +$37.3K | 0.04% | 422 |
|
|
2014
Q2 | $265K | Buy |
2,213
+157
| +8% | +$18.8K | 0.03% | 463 |
|
|
2014
Q1 | $226K | Buy |
2,056
+35
| +2% | +$3.85K | 0.03% | 489 |
|
|
2013
Q4 | $232K | Buy |
+2,021
| New | +$232K | 0.03% | 480 |
|