Ropes Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $621K | Sell |
1,885
-2,156
| -53% | -$711K | 0.12% | 134 |
|
|
2023
Q2 | $1.34M | Buy |
4,041
+1,005
| +33% | +$334K | 0.22% | 102 |
|
|
2023
Q1 | $931K | Buy |
3,036
+70
| +2% | +$21.5K | 0.17% | 127 |
|
|
2022
Q4 | $924K | Buy |
2,966
+524
| +21% | +$163K | 0.17% | 120 |
|
|
2022
Q3 | $615K | Buy |
2,442
+234
| +11% | +$58.9K | 0.13% | 134 |
|
|
2022
Q2 | $525K | Hold |
2,208
| – | – | 0.11% | 165 |
|
|
2022
Q1 | $663K | Hold |
2,208
| – | – | 0.11% | 166 |
|
|
2021
Q4 | $666K | Hold |
2,208
| – | – | 0.12% | 142 |
|
|
2021
Q3 | $583K | Sell |
2,208
-5
| -0.2% | -$1.32K | 0.09% | 166 |
|
|
2021
Q2 | $551K | Hold |
2,213
| – | – | 0.09% | 166 |
|
|
2021
Q1 | $571K | Sell |
2,213
-185
| -8% | -$47.7K | 0.1% | 156 |
|
|
2020
Q4 | $466K | Buy |
2,398
+1,841
| +331% | +$358K | 0.07% | 161 |
|
|
2020
Q3 | $86K | Hold |
557
| – | – | 0.02% | 284 |
|
|
2020
Q2 | $84K | Hold |
557
| – | – | 0.02% | 269 |
|
|
2020
Q1 | $57K | Sell |
557
-1,177
| -68% | -$120K | 0.01% | 271 |
|
|
2019
Q4 | $289K | Buy |
1,734
+175
| +11% | +$29.2K | 0.06% | 179 |
|
|
2019
Q3 | $229K | Buy |
1,559
+82
| +6% | +$12K | 0.05% | 209 |
|
|
2019
Q2 | $214K | Buy |
1,477
+1,240
| +523% | +$180K | 0.05% | 212 |
|
|
2019
Q1 | $30K | Hold |
237
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $25K | Hold |
237
| – | – | 0.01% | 358 |
|
|
2018
Q3 | $35K | Hold |
237
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $33K | Hold |
237
| – | – | 0.01% | 385 |
|
|
2018
Q1 | $35K | Sell |
237
-43
| -15% | -$6.35K | 0.01% | 362 |
|
|
2017
Q4 | $47K | Buy |
280
+43
| +18% | +$7.22K | 0.01% | 357 |
|
|
2017
Q3 | $35K | Hold |
237
| – | – | 0.01% | 362 |
|
|
2017
Q2 | $30K | Sell |
237
-25
| -10% | -$3.17K | 0.01% | 372 |
|
|
2017
Q1 | $34K | Buy |
262
+212
| +424% | +$27.5K | 0.01% | 366 |
|
|
2016
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 459 |
|
|
2016
Q3 | $5K | Sell |
50
-38
| -43% | -$3.8K | ﹤0.01% | 431 |
|
|
2016
Q2 | $8K | Buy |
88
+61
| +226% | +$5.55K | ﹤0.01% | 377 |
|
|
2016
Q1 | $3K | Buy |
27
+15
| +125% | +$1.67K | ﹤0.01% | 370 |
|
|
2015
Q4 | $1K | Sell |
12
-9
| -43% | -$750 | ﹤0.01% | 412 |
|
|
2015
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 376 |
|