Summit Financial’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 | $3.65M | Sell |
6,842
-101
| -1% | -$53.9K | 0.08% | 200 |
|
|
2025
Q1 | $3.36M | Buy |
6,943
+1,900
| +38% | +$920K | 0.09% | 185 |
|
|
2024
Q4 | $2.69M | Sell |
5,043
-1,233
| -20% | -$657K | 0.09% | 174 |
|
|
2024
Q3 | $2.95M | Buy |
6,276
+39
| +0.6% | +$18.3K | 0.12% | 140 |
|
|
2024
Q2 | $2.66M | Buy |
6,237
+2,856
| +84% | +$1.22M | 0.12% | 120 |
|
|
2024
Q1 | $1.48M | Sell |
3,381
-121
| -3% | -$53K | 0.09% | 134 |
|
|
2023
Q4 | $1.33M | Sell |
3,502
-32
| -0.9% | -$12.2K | 0.09% | 142 |
|
|
2023
Q3 | $1.16M | Sell |
3,534
-251
| -7% | -$82.7K | 0.09% | 145 |
|
|
2023
Q2 | $1.26M | Sell |
3,785
-201
| -5% | -$66.8K | 0.09% | 131 |
|
|
2023
Q1 | $1.22M | Buy |
3,986
+71
| +2% | +$21.8K | 0.11% | 98 |
|
|
2022
Q4 | $1.22M | Sell |
3,915
-85
| -2% | -$26.5K | 0.11% | 96 |
|
|
2022
Q3 | $1.01M | Buy |
4,000
+245
| +7% | +$61.7K | 0.1% | 106 |
|
|
2022
Q2 | $892K | Sell |
3,755
-37
| -1% | -$8.79K | 0.08% | 109 |
|
|
2022
Q1 | $1.14M | Buy |
3,792
+36
| +1% | +$10.8K | 0.09% | 106 |
|
|
2021
Q4 | $1.13M | Buy |
3,756
+1,010
| +37% | +$305K | 0.09% | 100 |
|
|
2021
Q3 | $725K | Buy |
2,746
+1,610
| +142% | +$425K | 0.06% | 107 |
|
|
2021
Q2 | $283K | Buy |
+1,136
| New | +$283K | 0.03% | 136 |
|