SFFS
Stonehage Fleming Financial Services’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,482
| Closed | -$633K | – | 218 |
|
|
2024
Q2 | $633K | Sell |
1,482
-1,032
| -41% | -$441K | 0.02% | 77 |
|
|
2024
Q1 | $756K | Buy |
2,514
+987
| +65% | +$297K | 0.05% | 51 |
|
|
2023
Q4 | $580K | Sell |
1,527
-706
| -32% | -$268K | 0.02% | 89 |
|
|
2023
Q3 | $738K | Sell |
2,233
-188
| -8% | -$62.1K | 0.07% | 84 |
|
|
2023
Q2 | $803K | Sell |
2,421
-93
| -4% | -$30.8K | 0.03% | 77 |
|
|
2023
Q1 | $756K | Sell |
2,514
-1,201
| -32% | -$361K | 0.05% | 51 |
|
|
2022
Q4 | $1.16M | Sell |
3,715
-209
| -5% | -$65.2K | 0.09% | 37 |
|
|
2022
Q3 | $995K | Sell |
3,924
-858
| -18% | -$218K | 0.08% | 41 |
|
|
2022
Q2 | $1.15M | Sell |
4,782
-641
| -12% | -$154K | 0.05% | 59 |
|
|
2022
Q1 | $1.68M | Sell |
5,423
-530
| -9% | -$165K | 0.05% | 51 |
|
|
2021
Q4 | $1.8M | Sell |
5,953
-221
| -4% | -$66.7K | 0.05% | 53 |
|
|
2021
Q3 | $1.67M | Hold |
6,174
| – | – | 0.05% | 54 |
|
|
2021
Q2 | $1.53M | Sell |
6,174
-433
| -7% | -$108K | 0.04% | 62 |
|
|
2021
Q1 | $1.54M | Hold |
6,607
| – | – | 0.05% | 63 |
|
|
2020
Q4 | $1.26M | Sell |
6,607
-680
| -9% | -$130K | 0.04% | 71 |
|
|
2020
Q3 | $1.1M | Hold |
7,287
| – | – | 0.04% | 62 |
|
|
2020
Q2 | $1.08M | Buy |
7,287
+1,020
| +16% | +$151K | 0.07% | 52 |
|
|
2020
Q1 | $684K | Buy |
6,267
+337
| +6% | +$36.8K | 0.03% | 75 |
|
|
2019
Q4 | $985K | Sell |
5,930
-1,007
| -15% | -$167K | 0.04% | 66 |
|
|
2019
Q3 | $1.02M | Hold |
6,937
| – | – | 0.05% | 63 |
|
|
2019
Q2 | $1.01M | Hold |
6,937
| – | – | 0.05% | 61 |
|
|
2019
Q1 | $889 | Hold |
6,937
| – | – | 0.04% | 71 |
|
|
2018
Q4 | $724K | Hold |
6,937
| – | – | 0.04% | 84 |
|
|
2018
Q3 | $1.02M | Hold |
6,937
| – | – | 0.06% | 78 |
|
|
2018
Q2 | $970K | Buy |
6,937
+507
| +8% | +$70.9K | 0.04% | 81 |
|
|
2018
Q1 | $952K | Hold |
6,430
| – | – | 0.06% | 81 |
|
|
2017
Q4 | $1.09M | Hold |
6,430
| – | – | 0.06% | 76 |
|
|
2017
Q3 | $955K | Hold |
6,430
| – | – | 0.05% | 95 |
|
|
2017
Q2 | $819K | Hold |
6,430
| – | – | 0.05% | 97 |
|
|
2017
Q1 | $834K | Hold |
6,430
| – | – | 0.05% | 126 |
|
|
2016
Q4 | $713K | Buy |
6,430
+434
| +7% | +$48.1K | 0.04% | 140 |
|
|
2016
Q3 | $598K | Hold |
5,996
| – | – | 0.04% | 139 |
|
|
2016
Q2 | $539K | Hold |
5,996
| – | – | 0.04% | 138 |
|
|
2016
Q1 | $564K | Buy |
+5,996
| New | +$564K | 0.04% | 133 |
|