Sequoia Financial 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 | $3.92M | Sell |
7,353
-314
| -4% | -$168K | 0.03% | 320 |
|
|
2025
Q1 | $3.71M | Buy |
7,667
+938
| +14% | +$454K | 0.03% | 316 |
|
|
2024
Q4 | $3.58M | Buy |
6,729
+1,226
| +22% | +$653K | 0.03% | 301 |
|
|
2024
Q3 | $2.59M | Buy |
5,503
+1,952
| +55% | +$917K | 0.03% | 317 |
|
|
2024
Q2 | $1.52M | Buy |
3,551
+305
| +9% | +$130K | 0.02% | 388 |
|
|
2024
Q1 | $1.42M | Sell |
3,246
-4,102
| -56% | -$1.8M | 0.02% | 389 |
|
|
2023
Q4 | $2.79M | Buy |
7,348
+4,426
| +151% | +$1.68M | 0.03% | 291 |
|
|
2023
Q3 | $963K | Buy |
2,922
+165
| +6% | +$54.4K | 0.02% | 346 |
|
|
2023
Q2 | $916K | Buy |
2,757
+248
| +10% | +$82.4K | 0.02% | 364 |
|
|
2023
Q1 | $769K | Buy |
2,509
+375
| +18% | +$115K | 0.02% | 364 |
|
|
2022
Q4 | $664K | Buy |
+2,134
| New | +$664K | 0.02% | 374 |
|
|
2022
Q3 | – | Sell |
-1,091
| Closed | -$259K | – | 532 |
|
|
2022
Q2 | $259K | Buy |
1,091
+35
| +3% | +$8.31K | 0.01% | 480 |
|
|
2022
Q1 | $317K | Buy |
1,056
+171
| +19% | +$51.3K | 0.01% | 483 |
|
|
2021
Q4 | $267K | Buy |
+885
| New | +$267K | 0.01% | 466 |
|
|
2020
Q1 | – | Sell |
-1,209
| Closed | -$201K | – | 368 |
|
|
2019
Q4 | $201K | Buy |
+1,209
| New | +$201K | 0.01% | 363 |
|