Rothschild Investment LLC’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 | $524K | Sell |
982
-1
| -0.1% | -$534 | 0.03% | 332 |
|
|
2025
Q1 | $476K | Buy |
983
+17
| +2% | +$8.23K | 0.03% | 345 |
|
|
2024
Q4 | $514K | Buy |
966
+3
| +0.3% | +$1.6K | 0.03% | 335 |
|
|
2024
Q3 | $452K | Sell |
963
-11
| -1% | -$5.17K | 0.03% | 364 |
|
|
2024
Q2 | $416K | Buy |
974
+6
| +0.6% | +$2.56K | 0.03% | 366 |
|
|
2024
Q1 | $424K | Buy |
968
+11
| +1% | +$4.82K | 0.03% | 352 |
|
|
2023
Q4 | $363K | Sell |
957
-46
| -5% | -$17.5K | 0.03% | 324 |
|
|
2023
Q3 | $331K | Buy |
1,003
+94
| +10% | +$31K | 0.03% | 367 |
|
|
2023
Q2 | $302K | Sell |
909
-32
| -3% | -$10.6K | 0.03% | 386 |
|
|
2023
Q1 | $288K | Sell |
941
-42
| -4% | -$12.9K | 0.03% | 384 |
|
|
2022
Q4 | $306K | Buy |
+983
| New | +$306K | 0.03% | 367 |
|
|
2022
Q2 | – | Sell |
-783
| Closed | -$235K | – | 484 |
|
|
2022
Q1 | $235K | Hold |
783
| – | – | 0.02% | 438 |
|
|
2021
Q4 | $236K | Sell |
783
-200
| -20% | -$60.3K | 0.02% | 450 |
|
|
2021
Q3 | $260K | Buy |
+983
| New | +$260K | 0.02% | 411 |
|
|
2015
Q2 | – | Sell |
-2,553
| Closed | -$334K | – | 511 |
|
|
2015
Q1 | $334K | Sell |
2,553
-1,000
| -28% | -$131K | 0.04% | 364 |
|
|
2014
Q4 | $470K | Hold |
3,553
| – | – | 0.06% | 305 |
|
|
2014
Q3 | $438K | Hold |
3,553
| – | – | 0.05% | 318 |
|
|
2014
Q2 | $426K | Hold |
3,553
| – | – | 0.05% | 294 |
|
|
2014
Q1 | $391K | Sell |
3,553
-700
| -16% | -$77K | 0.05% | 303 |
|
|
2013
Q4 | $489K | Sell |
4,253
-200
| -4% | -$23K | 0.07% | 272 |
|
|
2013
Q3 | $406K | Hold |
4,453
| – | – | 0.06% | 279 |
|
|
2013
Q2 | $360K | Buy |
+4,453
| New | +$360K | 0.06% | 270 |
|