Spinnaker Trust’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 | $899K | Hold |
1,685
| – | – | 0.05% | 157 |
|
|
2025
Q1 | $816K | Hold |
1,685
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $897K | Hold |
1,685
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $792K | Hold |
1,685
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $720K | Hold |
1,685
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $739K | Hold |
1,685
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $640K | Hold |
1,685
| – | – | 0.04% | 169 |
|
|
2023
Q3 | $556K | Buy |
1,685
+600
| +55% | +$198K | 0.04% | 166 |
|
|
2023
Q2 | $360K | Hold |
1,085
| – | – | 0.03% | 206 |
|
|
2023
Q1 | $333K | Hold |
1,085
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $338K | Hold |
1,085
| – | – | 0.03% | 219 |
|
|
2022
Q3 | $273K | Hold |
1,085
| – | – | 0.02% | 230 |
|
|
2022
Q2 | $258K | Hold |
1,085
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $326K | Hold |
1,085
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $327K | Hold |
1,085
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $287K | Sell |
1,085
-22
| -2% | -$5.82K | 0.02% | 235 |
|
|
2021
Q2 | $276K | Sell |
1,107
-14
| -1% | -$3.49K | 0.02% | 243 |
|
|
2021
Q1 | $260K | Hold |
1,121
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $217K | Buy |
+1,121
| New | +$217K | 0.02% | 241 |
|