SeaCrest Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-445	Closed	-$218K	–	634
2025 Q3	$218K	Sell	445 -46	-9%	-$23.6K	0.02%	568
2025 Q2	$262K	Sell	491 -120	-20%	-$59.3K	0.03%	492
2025 Q1	$296K	Hold	611	–	–	0.03%	479
2024 Q4	$325K	Buy	611 +14	+2%	+$7.47K	0.03%	466
2024 Q3	$280K	Buy	597 +6	+1%	+$2.6K	0.03%	510
2024 Q2	$252K	Buy	591 +14	+2%	+$5.98K	0.03%	514
2024 Q1	$253K	Buy	+577	New	+$231K	0.03%	500
2022 Q3	–	Sell	-183	Closed	-$43K	–	661
2022 Q2	$43K	Buy	+183	New	+$49K	0.01%	1181
2019 Q2	–	Sell	-651	Closed	-$83K	–	577
2019 Q1	$83K	Sell	651 -75	-10%	-$9.31K	0.01%	762
2018 Q4	$76K	Sell	726 -97	-12%	-$12.2K	0.02%	762
2018 Q3	$122K	Buy	823 +22	+3%	+$3.15K	0.02%	678
2018 Q2	$112K	Buy	801 +189	+31%	+$26.8K	0.02%	686
2018 Q1	$91K	Buy	612 +102	+20%	+$16.6K	0.02%	734
2017 Q4	$86K	Buy	+510	New	+$81.7K	0.02%	770