SWA
SOA Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
10,026
+187
| +2% | +$99.8K | 1.01% | 22 |
|
|
2025
Q1 | $4.76M | Sell |
9,839
-10
| -0.1% | -$4.84K | 0.99% | 22 |
|
|
2024
Q4 | $5.24M | Sell |
9,849
-44
| -0.4% | -$23.4K | 0.97% | 23 |
|
|
2024
Q3 | $4.65M | Buy |
9,893
+6
| +0.1% | +$2.82K | 0.89% | 25 |
|
|
2024
Q2 | $4.22M | Sell |
9,887
-44
| -0.4% | -$18.8K | 0.85% | 26 |
|
|
2024
Q1 | $4.35M | Buy |
9,931
+172
| +2% | +$75.4K | 0.9% | 24 |
|
|
2023
Q4 | $3.71M | Sell |
9,759
-168
| -2% | -$63.8K | 0.83% | 28 |
|
|
2023
Q3 | $3.27M | Buy |
9,927
+8
| +0.1% | +$2.64K | 0.81% | 27 |
|
|
2023
Q2 | $3.29M | Sell |
9,919
-4
| -0% | -$1.33K | 0.77% | 28 |
|
|
2023
Q1 | $3.04M | Buy |
9,923
+172
| +2% | +$52.7K | 0.75% | 29 |
|
|
2022
Q4 | $3.04M | Buy |
9,751
+8
| +0.1% | +$2.49K | 0.82% | 29 |
|
|
2022
Q3 | $2.45M | Buy |
9,743
+20
| +0.2% | +$5.04K | 0.74% | 35 |
|
|
2022
Q2 | $2.31M | Buy |
9,723
+1,572
| +19% | +$374K | 0.68% | 37 |
|
|
2022
Q1 | $2.45M | Sell |
8,151
-156
| -2% | -$46.9K | 0.6% | 43 |
|
|
2021
Q4 | $2.51M | Sell |
8,307
-261
| -3% | -$78.8K | 0.61% | 44 |
|
|
2021
Q3 | $2.26M | Buy |
8,568
+522
| +6% | +$138K | 0.58% | 47 |
|
|
2021
Q2 | $2M | Buy |
8,046
+1,545
| +24% | +$384K | 0.51% | 48 |
|
|
2021
Q1 | $1.51M | Buy |
6,501
+7
| +0.1% | +$1.63K | 0.42% | 56 |
|
|
2020
Q4 | $1.4M | Buy |
+6,494
| New | +$1.4M | 0.38% | 53 |
|