Regimen Wealth’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 | $281K | Buy |
527
+2
| +0.4% | +$1.07K | 0.09% | 67 |
|
|
2025
Q1 | $254K | Buy |
525
+64
| +14% | +$31K | 0.08% | 59 |
|
|
2024
Q4 | $245K | Buy |
461
+2
| +0.4% | +$1.06K | 0.08% | 55 |
|
|
2024
Q3 | $216K | Buy |
+459
| New | +$216K | 0.07% | 62 |
|
|
2024
Q2 | – | Sell |
-456
| Closed | -$200K | – | 63 |
|
|
2024
Q1 | $200K | Buy |
+456
| New | +$200K | 0.07% | 63 |
|