Summit Securities Group’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.67K	Sell	15 -122	-89%	-$58.8K	﹤0.01%	748
2025 Q4	$67.2K	Sell	137 -188	-58%	-$89.2K	0.01%	549
2025 Q3	$160K	Buy	325 +261	+408%	+$134K	0.05%	297
2025 Q2	$34.2K	Buy	+64	New	+$31.6K	0.01%	593
2024 Q2	–	Sell	-2	Closed	-$1K	–	569
2024 Q1	$1K	Buy	2 +1	+100%	+$400	﹤0.01%	394
2023 Q4	$0	Buy	+1	New	+$343	﹤0.01%	656
2023 Q3	–	Sell	-136	Closed	-$45K	–	555
2023 Q2	$45K	Sell	136 -71	-34%	-$21.8K	0.02%	435
2023 Q1	$63K	Sell	207 -866	-81%	-$284K	0.02%	380
2022 Q4	$334K	Buy	+1,073	New	+$327K	0.07%	321
2022 Q3	–	Sell	-231	Closed	-$55K	–	916
2022 Q2	$55K	Buy	231 +186	+413%	+$49.8K	0.02%	527
2022 Q1	$14K	Buy	+45	New	+$13.6K	﹤0.01%	773
2017 Q2	–	Sell	-3,469	Closed	-$450K	–	237
2017 Q1	$450K	Buy	+3,469	New	+$429K	0.17%	150
2015 Q3	–	Sell	-389	Closed	-$49K	–	358
2015 Q2	$49K	Buy	+389	New	+$49.6K	0.02%	185