Stokes Capital Advisors’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 | – | Sell |
-1,518
| Closed | -$735K | – | 69 |
|
|
2025
Q1 | $735K | Buy |
1,518
+11
| +0.7% | +$5.33K | 0.19% | 58 |
|
|
2024
Q4 | $802K | Sell |
1,507
-5
| -0.3% | -$2.66K | 0.21% | 57 |
|
|
2024
Q3 | $710K | Sell |
1,512
-70
| -4% | -$32.9K | 0.18% | 58 |
|
|
2024
Q2 | $676K | Sell |
1,582
-3
| -0.2% | -$1.28K | 0.19% | 58 |
|
|
2024
Q1 | $695K | Sell |
1,585
-325
| -17% | -$142K | 0.2% | 58 |
|
|
2023
Q4 | $725K | Sell |
1,910
-40
| -2% | -$15.2K | 0.23% | 57 |
|
|
2023
Q3 | $643K | Sell |
1,950
-95
| -5% | -$31.3K | 0.22% | 58 |
|
|
2023
Q2 | $679K | Buy |
2,045
+15
| +0.7% | +$4.98K | 0.23% | 58 |
|
|
2023
Q1 | $622K | Hold |
2,030
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $632K | Sell |
2,030
-205
| -9% | -$63.8K | 0.22% | 63 |
|
|
2022
Q3 | $563K | Buy |
2,235
+85
| +4% | +$21.4K | 0.21% | 67 |
|
|
2022
Q2 | $511K | Sell |
2,150
-120
| -5% | -$28.5K | 0.18% | 72 |
|
|
2022
Q1 | $682K | Buy |
2,270
+10
| +0.4% | +$3K | 0.2% | 73 |
|
|
2021
Q4 | $682K | Buy |
2,260
+40
| +2% | +$12.1K | 0.2% | 66 |
|
|
2021
Q3 | $586K | Buy |
2,220
+55
| +3% | +$14.5K | 0.19% | 68 |
|
|
2021
Q2 | $539K | Buy |
+2,165
| New | +$539K | 0.18% | 68 |
|
|
2019
Q1 | – | Sell |
-2,950
| Closed | -$308K | – | 78 |
|
|
2018
Q4 | $308K | Sell |
2,950
-3,243
| -52% | -$339K | 0.21% | 76 |
|
|
2018
Q3 | $914K | Sell |
6,193
-540
| -8% | -$79.7K | 0.56% | 61 |
|
|
2018
Q2 | $942K | Sell |
6,733
-75
| -1% | -$10.5K | 0.62% | 62 |
|
|
2018
Q1 | $1.01M | Buy |
6,808
+1,167
| +21% | +$173K | 0.66% | 63 |
|
|
2017
Q4 | $956K | Buy |
+5,641
| New | +$956K | 0.65% | 59 |
|