ROI Financial 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 | $716K | Buy |
1,341
+134
| +11% | +$71.5K | 0.45% | 37 |
|
|
2025
Q1 | $584K | Buy |
1,207
+186
| +18% | +$90K | 0.42% | 38 |
|
|
2024
Q4 | $543K | Buy |
1,021
+38
| +4% | +$20.2K | 0.37% | 40 |
|
|
2024
Q3 | $462K | Buy |
983
+160
| +19% | +$75.2K | 0.32% | 44 |
|
|
2024
Q2 | $352K | Buy |
823
+78
| +10% | +$33.3K | 0.26% | 48 |
|
|
2024
Q1 | $327K | Buy |
745
+60
| +9% | +$26.3K | 0.26% | 49 |
|
|
2023
Q4 | $260K | Buy |
+685
| New | +$260K | 0.22% | 54 |
|