Stokes Capital Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $735K | Buy |
|
|||||
|
2024
Q4 | $802K | Sell |
|
|||||
|
2024
Q3 | $710K | Sell |
|
|||||
|
2024
Q2 | $676K | Sell |
|
|||||
|
2024
Q1 | $695K | Sell |
|
|||||
|
2023
Q4 | $725K | Sell |
|
|||||
|
2023
Q3 | $643K | Sell |
|
|||||
|
2023
Q2 | $679K | Buy |
|
|||||
|
2023
Q1 | $622K | Hold |
|
|||||
|
2022
Q4 | $632K | Sell |
|
|||||
|
2022
Q3 | $563K | Buy |
|
|||||
|
2022
Q2 | $511K | Sell |
|
|||||
|
2022
Q1 | $682K | Buy |
|
|||||
|
2021
Q4 | $682K | Buy |
|
|||||
|
2021
Q3 | $586K | Buy |
|
|||||
|
2021
Q2 | $539K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $308K | Sell |
|
|||||
|
2018
Q3 | $914K | Sell |
|
|||||
|
2018
Q2 | $942K | Sell |
|
|||||
|
2018
Q1 | $1.01M | Buy |
|
|||||
|
2017
Q4 | $956K | Buy |
|