Realta Investment Advisors’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 | – | Sell |
-4,537
| Closed | -$1.94M | – | 369 |
|
|
2024
Q2 | $1.94M | Sell |
4,537
-6
| -0.1% | -$2.56K | 0.38% | 57 |
|
|
2024
Q1 | $1.99M | Sell |
4,543
-30
| -0.7% | -$13.2K | 0.41% | 53 |
|
|
2023
Q4 | $1.74M | Sell |
4,573
-175
| -4% | -$66.5K | 0.39% | 54 |
|
|
2023
Q3 | $1.58M | Hold |
4,748
| – | – | 0.36% | 59 |
|
|
2023
Q2 | $1.58M | Hold |
4,748
| – | – | 0.34% | 63 |
|
|
2023
Q1 | $1.46M | Hold |
4,748
| – | – | 0.35% | 72 |
|
|
2022
Q4 | $1.48M | Sell |
4,748
-54
| -1% | -$16.8K | 0.36% | 61 |
|
|
2022
Q3 | $1.21M | Hold |
4,802
| – | – | 0.32% | 70 |
|
|
2022
Q2 | $1.14M | Hold |
4,802
| – | – | 0.28% | 81 |
|
|
2022
Q1 | $1.44M | Buy |
4,802
+2,335
| +95% | +$701K | 0.29% | 77 |
|
|
2021
Q4 | $744K | Hold |
2,467
| – | – | 0.16% | 147 |
|
|
2021
Q3 | $652K | Hold |
2,467
| – | – | 0.15% | 165 |
|
|
2021
Q2 | $614K | Hold |
2,467
| – | – | 0.15% | 174 |
|
|
2021
Q1 | $573K | Buy |
+2,467
| New | +$573K | 0.15% | 174 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$2K | – | 341 |
|
|
2019
Q4 | $2K | Sell |
13
-14,805
| -100% | -$2.28M | ﹤0.01% | 1460 |
|
|
2019
Q3 | $2.18M | Buy |
14,818
+14,473
| +4,195% | +$2.13M | 0.59% | 24 |
|
|
2019
Q2 | $51K | Buy |
345
+319
| +1,227% | +$47.2K | 0.01% | 665 |
|
|
2019
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1097 |
|