Schechter Investment Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $598K | Sell |
1,234
-168
| -12% | -$81.4K | 0.05% | 328 |
|
|
2024
Q4 | $747K | Sell |
1,402
-49
| -3% | -$26.1K | 0.06% | 293 |
|
|
2024
Q3 | $682K | Buy |
1,451
+16
| +1% | +$7.52K | 0.05% | 329 |
|
|
2024
Q2 | $613K | Sell |
1,435
-106
| -7% | -$45.3K | 0.05% | 334 |
|
|
2024
Q1 | $676K | Buy |
1,541
+3
| +0.2% | +$1.32K | 0.05% | 326 |
|
|
2023
Q4 | $584K | Sell |
1,538
-32
| -2% | -$12.2K | 0.05% | 326 |
|
|
2023
Q3 | $518K | Sell |
1,570
-28
| -2% | -$9.23K | 0.05% | 334 |
|
|
2023
Q2 | $531K | Sell |
1,598
-76
| -5% | -$25.3K | 0.05% | 376 |
|
|
2023
Q1 | $513K | Buy |
1,674
+8
| +0.5% | +$2.45K | 0.05% | 403 |
|
|
2022
Q4 | $519K | Sell |
1,666
-48
| -3% | -$14.9K | 0.05% | 493 |
|
|
2022
Q3 | $432K | Buy |
1,714
+12
| +0.7% | +$3.03K | 0.04% | 555 |
|
|
2022
Q2 | $404K | Sell |
1,702
-970
| -36% | -$230K | 0.04% | 593 |
|
|
2022
Q1 | $802K | Sell |
2,672
-264
| -9% | -$79.2K | 0.07% | 382 |
|
|
2021
Q4 | $885K | Buy |
+2,936
| New | +$885K | 0.08% | 347 |
|