SMA
Sage Mountain Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
1,397
-41
| -3% | -$21.9K | 0.05% | 181 |
|
|
2025
Q1 | $696K | Sell |
1,438
-6
| -0.4% | -$2.9K | 0.05% | 169 |
|
|
2024
Q4 | $769K | Sell |
1,444
-413
| -22% | -$220K | 0.06% | 153 |
|
|
2024
Q3 | $872K | Buy |
1,857
+688
| +59% | +$323K | 0.07% | 126 |
|
|
2024
Q2 | $499K | Buy |
1,169
+50
| +4% | +$21.4K | 0.05% | 174 |
|
|
2024
Q1 | $491K | Buy |
1,119
+68
| +6% | +$29.8K | 0.05% | 163 |
|
|
2023
Q4 | $399K | Sell |
1,051
-389
| -27% | -$148K | 0.05% | 156 |
|
|
2023
Q3 | $475K | Hold |
1,440
| – | – | 0.07% | 118 |
|
|
2023
Q2 | $478K | Buy |
1,440
+403
| +39% | +$134K | 0.07% | 118 |
|
|
2023
Q1 | $318K | Buy |
+1,037
| New | +$318K | 0.05% | 162 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$213K | – | 616 |
|
|
2022
Q1 | $213K | Sell |
709
-147
| -17% | -$44.2K | 0.03% | 447 |
|
|
2021
Q4 | $258K | Buy |
856
+10
| +1% | +$3.01K | 0.03% | 467 |
|
|
2021
Q3 | $223K | Sell |
846
-3
| -0.4% | -$791 | 0.03% | 416 |
|
|
2021
Q2 | $211K | Buy |
+849
| New | +$211K | 0.03% | 382 |
|