Sowell Financial Services’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 | $661K | Buy |
1,239
+3
| +0.2% | +$1.6K | 0.03% | 537 |
|
|
2025
Q1 | $598K | Buy |
+1,236
| New | +$598K | 0.03% | 541 |
|
|
2023
Q2 | – | Sell |
-735
| Closed | -$225K | – | 565 |
|
|
2023
Q1 | $225K | Buy |
+735
| New | +$225K | 0.02% | 662 |
|
|
2021
Q2 | – | Sell |
-1,107
| Closed | -$292K | – | 607 |
|
|
2021
Q1 | $292K | Buy |
1,107
+559
| +102% | +$147K | 0.01% | 861 |
|
|
2020
Q4 | $106K | Buy |
548
+335
| +157% | +$64.8K | ﹤0.01% | 1128 |
|
|
2020
Q3 | $33K | Sell |
213
-4
| -2% | -$620 | ﹤0.01% | 1347 |
|
|
2020
Q2 | $33K | Sell |
217
-71
| -25% | -$10.8K | ﹤0.01% | 1297 |
|
|
2020
Q1 | $29K | Buy |
288
+55
| +24% | +$5.54K | ﹤0.01% | 1251 |
|
|
2019
Q4 | $39K | Sell |
233
-101
| -30% | -$16.9K | ﹤0.01% | 1221 |
|
|
2019
Q3 | $49K | Buy |
+334
| New | +$49K | ﹤0.01% | 1002 |
|
|
2017
Q1 | – | Sell |
-74
| Closed | -$10K | – | 267 |
|
|
2016
Q4 | $10K | Buy |
+74
| New | +$10K | ﹤0.01% | 481 |
|