Summit Global Investments’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-792
| Closed | -$422K | – | 432 |
|
|
2024
Q4 | $422K | Sell |
792
-465
| -37% | -$248K | 0.03% | 389 |
|
|
2024
Q3 | $590K | Buy |
1,257
+292
| +30% | +$137K | 0.04% | 341 |
|
|
2024
Q2 | $412K | Sell |
965
-1
| -0.1% | -$427 | 0.03% | 377 |
|
|
2024
Q1 | $424K | Buy |
966
+320
| +50% | +$140K | 0.03% | 356 |
|
|
2023
Q4 | $245K | Sell |
646
-546
| -46% | -$207K | 0.02% | 464 |
|
|
2023
Q3 | $393K | Buy |
+1,192
| New | +$393K | 0.03% | 381 |
|
|
2023
Q2 | – | Sell |
-5,635
| Closed | -$1.73M | – | 526 |
|
|
2023
Q1 | $1.73M | Buy |
+5,635
| New | +$1.73M | 0.13% | 153 |
|