SlateStone Wealth’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 | $338K | Hold |
633
| – | – | 0.03% | 235 |
|
|
2025
Q1 | $306K | Hold |
633
| – | – | 0.03% | 239 |
|
|
2024
Q4 | $337K | Hold |
633
| – | – | 0.03% | 235 |
|
|
2024
Q3 | $297K | Buy |
633
+95
| +18% | +$44.6K | 0.03% | 247 |
|
|
2024
Q2 | $230K | Hold |
538
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $236K | Hold |
538
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $204K | Buy |
+538
| New | +$204K | 0.03% | 228 |
|