Simplex Trading’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 | $644K | Buy |
+1,207
| New | +$644K | ﹤0.01% | 536 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2340 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2389 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2230 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2355 |
|
|
2024
Q1 | – | Sell |
-1,874
| Closed | -$711K | – | 2311 |
|
|
2023
Q4 | $711K | Buy |
+1,874
| New | +$711K | ﹤0.01% | 533 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2206 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2318 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2262 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2460 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2644 |
|
|
2022
Q2 | – | Sell |
-2,105
| Closed | -$632K | – | 2564 |
|
|
2022
Q1 | $632K | Sell |
2,105
-658
| -24% | -$198K | ﹤0.01% | 653 |
|
|
2021
Q4 | $833K | Buy |
2,763
+554
| +25% | +$167K | ﹤0.01% | 597 |
|
|
2021
Q3 | $554K | Hold |
2,209
| – | – | ﹤0.01% | 794 |
|
|
2021
Q2 | $549K | Buy |
2,209
+1,195
| +118% | +$297K | ﹤0.01% | 812 |
|
|
2021
Q1 | $235K | Sell |
1,014
-2,257
| -69% | -$523K | ﹤0.01% | 1016 |
|
|
2020
Q4 | $635K | Buy |
+3,271
| New | +$635K | ﹤0.01% | 563 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2090 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1981 |
|
|
2020
Q1 | – | Sell |
-5,565
| Closed | -$927K | – | 2043 |
|
|
2019
Q4 | $927K | Buy |
+5,565
| New | +$927K | ﹤0.01% | 297 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1837 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1776 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1807 |
|
|
2018
Q4 | – | Sell |
-2,047
| Closed | -$302K | – | 1873 |
|
|
2018
Q3 | $302K | Buy |
+2,047
| New | +$302K | ﹤0.01% | 627 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2027 |
|
|
2018
Q1 | – | Sell |
-2,480
| Closed | -$420K | – | 1943 |
|
|
2017
Q4 | $420K | Sell |
2,480
-1,321
| -35% | -$224K | 0.02% | 483 |
|
|
2017
Q3 | $564K | Buy |
+3,801
| New | +$564K | 0.02% | 364 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1836 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1826 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1699 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1621 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1695 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1646 |
|
|
2015
Q4 | – | Sell |
-1,173
| Closed | -$128K | – | 1725 |
|
|
2015
Q3 | $128K | Sell |
1,173
-249
| -18% | -$27.2K | 0.01% | 605 |
|
|
2015
Q2 | $177K | Buy |
1,422
+280
| +25% | +$34.9K | 0.01% | 507 |
|
|
2015
Q1 | $149K | Buy |
+1,142
| New | +$149K | 0.02% | 500 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1380 |
|