Shelton Capital Management’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 | $476K | Buy |
892
+344
| +63% | +$184K | 0.01% | 350 |
|
|
2025
Q1 | $265K | Sell |
548
-17
| -3% | -$8.23K | 0.01% | 528 |
|
|
2024
Q4 | $301K | Hold |
565
| – | – | 0.01% | 503 |
|
|
2024
Q3 | $265K | Sell |
565
-33
| -6% | -$15.5K | 0.01% | 561 |
|
|
2024
Q2 | $255K | Hold |
598
| – | – | 0.01% | 553 |
|
|
2024
Q1 | $262K | Hold |
598
| – | – | 0.01% | 585 |
|
|
2023
Q4 | $227K | Sell |
598
-63
| -10% | -$23.9K | 0.01% | 618 |
|
|
2023
Q3 | $218K | Hold |
661
| – | – | 0.01% | 613 |
|
|
2023
Q2 | $220K | Hold |
661
| – | – | 0.01% | 647 |
|
|
2023
Q1 | $203K | Sell |
661
-60
| -8% | -$18.4K | 0.01% | 680 |
|
|
2022
Q4 | $224K | Buy |
+721
| New | +$224K | 0.02% | 584 |
|
|
2022
Q2 | – | Sell |
-721
| Closed | -$217K | – | 714 |
|
|
2022
Q1 | $217K | Hold |
721
| – | – | 0.01% | 723 |
|
|
2021
Q4 | $217K | Sell |
721
-49
| -6% | -$14.7K | 0.01% | 742 |
|
|
2021
Q3 | $203K | Buy |
+770
| New | +$203K | 0.01% | 761 |
|
|
2018
Q4 | – | Sell |
-1,369
| Closed | -$202K | – | 784 |
|
|
2018
Q3 | $202K | Buy |
+1,369
| New | +$202K | 0.01% | 863 |
|
|
2018
Q2 | – | Sell |
-1,369
| Closed | -$203K | – | 856 |
|
|
2018
Q1 | $203K | Hold |
1,369
| – | – | 0.01% | 779 |
|
|
2017
Q4 | $232K | Hold |
1,369
| – | – | 0.01% | 735 |
|
|
2017
Q3 | $203K | Buy |
+1,369
| New | +$203K | 0.01% | 786 |
|
|
2016
Q4 | – | Sell |
-2,109
| Closed | -$210K | – | 861 |
|
|
2016
Q3 | $210K | Sell |
2,109
-400
| -16% | -$39.8K | 0.02% | 726 |
|
|
2016
Q2 | $225K | Sell |
2,509
-400
| -14% | -$35.9K | 0.02% | 661 |
|
|
2016
Q1 | $273K | Sell |
2,909
-100
| -3% | -$9.39K | 0.02% | 592 |
|
|
2015
Q4 | $320K | Sell |
3,009
-1,460
| -33% | -$155K | 0.03% | 505 |
|
|
2015
Q3 | $488K | Buy |
4,469
+400
| +10% | +$43.7K | 0.05% | 345 |
|
|
2015
Q2 | $508K | Sell |
4,069
-43
| -1% | -$5.37K | 0.05% | 356 |
|
|
2015
Q1 | $538K | Buy |
4,112
+2,500
| +155% | +$327K | 0.06% | 354 |
|
|
2014
Q4 | $213K | Buy |
+1,612
| New | +$213K | 0.02% | 734 |
|