Stewart & Patten Company’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$1.54M	Hold	3,503	–	–	0.23%	37
2023 Q4	$1.33M	Sell	3,503 -100	-3%	-$38K	0.21%	40
2023 Q3	$1.19M	Hold	3,603	–	–	0.21%	39
2023 Q2	$1.2M	Hold	3,603	–	–	0.2%	39
2023 Q1	$1.1M	Hold	3,603	–	–	0.19%	39
2022 Q4	$1.12M	Hold	3,603	–	–	0.2%	37
2022 Q3	$908K	Buy	3,603 +380	+12%	+$95.8K	0.17%	42
2022 Q2	$766K	Sell	3,223 -23	-0.7%	-$5.47K	0.14%	45
2022 Q1	$975K	Buy	3,246 +23	+0.7%	+$6.91K	0.16%	42
2021 Q4	$972K	Hold	3,223	–	–	0.15%	44
2021 Q3	$851K	Sell	3,223 -25	-0.8%	-$6.6K	0.14%	43
2021 Q2	$808K	Hold	3,248	–	–	0.13%	44
2021 Q1	$755K	Sell	3,248 -82	-2%	-$19.1K	0.12%	43
2020 Q4	$647K	Hold	3,330	–	–	0.11%	46
2020 Q3	$513K	Hold	3,330	–	–	0.09%	53
2020 Q2	$500K	Hold	3,330	–	–	0.09%	55
2020 Q1	$341K	Hold	3,330	–	–	0.07%	60
2019 Q4	$555K	Hold	3,330	–	–	0.09%	66
2019 Q3	$490K	Hold	3,330	–	–	0.09%	68
2019 Q2	$483K	Hold	3,330	–	–	0.09%	68
2019 Q1	$427K	Buy	3,330 +82	+3%	+$10.5K	0.08%	67
2018 Q4	$339K	Sell	3,248 -200	-6%	-$20.9K	0.07%	71
2018 Q3	$509K	Hold	3,448	–	–	0.09%	66
2018 Q2	$482K	Hold	3,448	–	–	0.09%	65
2018 Q1	$510K	Sell	3,448 -300	-8%	-$44.4K	0.1%	66
2017 Q4	$635K	Hold	3,748	–	–	0.11%	62
2017 Q3	$557K	Hold	3,748	–	–	0.1%	65
2017 Q2	$477K	Hold	3,748	–	–	0.09%	72
2017 Q1	$486K	Buy	+3,748	New	+$486K	0.09%	69