Sandy Cove 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 | $1.56M | Buy |
2,917
+5
| +0.2% | +$2.67K | 0.56% | 28 |
|
2025
Q1 | $1.41M | Buy |
2,912
+29
| +1% | +$14K | 0.57% | 27 |
|
2024
Q4 | $1.54M | Hold |
2,883
| – | – | 0.6% | 29 |
|
2024
Q3 | $1.35M | Buy |
2,883
+1
| +0% | +$470 | 0.55% | 29 |
|
2024
Q2 | $1.23M | Sell |
2,882
-8
| -0.3% | -$3.42K | 0.55% | 30 |
|
2024
Q1 | $1.27M | Sell |
2,890
-57
| -2% | -$25K | 0.58% | 28 |
|
2023
Q4 | $1.12M | Buy |
2,947
+67
| +2% | +$25.5K | 0.57% | 33 |
|
2023
Q3 | $950K | Sell |
2,880
-185
| -6% | -$61K | 0.55% | 37 |
|
2023
Q2 | $1.02M | Hold |
3,065
| – | – | 0.58% | 35 |
|
2023
Q1 | $939K | Hold |
3,065
| – | – | 0.68% | 32 |
|
2022
Q4 | $954K | Buy |
3,065
+161
| +6% | +$50.1K | 0.77% | 27 |
|
2022
Q3 | $732K | Buy |
2,904
+47
| +2% | +$11.8K | 0.66% | 30 |
|
2022
Q2 | $679K | Buy |
2,857
+14
| +0.5% | +$3.33K | 0.62% | 31 |
|
2022
Q1 | $854K | Buy |
+2,843
| New | +$854K | 0.71% | 25 |
|