Security National Bank’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 | $102K | Hold |
191
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $92.5K | Hold |
191
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $102K | Hold |
191
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $89.7K | Hold |
191
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $81.6K | Hold |
191
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $83.7K | Hold |
191
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $72.5K | Buy |
+191
| New | +$72.5K | 0.02% | 172 |
|