Summit Trail Advisors’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 | $583K | Sell |
1,093
-206
| -16% | -$110K | 0.01% | 668 |
|
|
2025
Q1 | $629K | Buy |
1,299
+388
| +43% | +$188K | 0.02% | 217 |
|
|
2024
Q4 | $485K | Buy |
911
+86
| +10% | +$45.8K | 0.02% | 224 |
|
|
2024
Q3 | $387K | Buy |
825
+189
| +30% | +$88.7K | 0.01% | 471 |
|
|
2024
Q2 | $271K | Buy |
636
+34
| +6% | +$14.5K | 0.01% | 517 |
|
|
2024
Q1 | $264K | Buy |
602
+67
| +13% | +$29.4K | 0.01% | 499 |
|
|
2023
Q4 | $203K | Sell |
535
-175
| -25% | -$66.5K | 0.01% | 503 |
|
|
2023
Q3 | $234K | Buy |
710
+53
| +8% | +$17.5K | 0.01% | 458 |
|
|
2023
Q2 | $218K | Buy |
+657
| New | +$218K | 0.01% | 464 |
|
|
2019
Q1 | – | Sell |
-2,100
| Closed | -$219K | – | 89 |
|
|
2018
Q4 | $219K | Sell |
2,100
-404
| -16% | -$42.1K | 0.08% | 95 |
|
|
2018
Q3 | $370K | Buy |
2,504
+404
| +19% | +$59.7K | 0.08% | 129 |
|
|
2018
Q2 | $294K | Buy |
+2,100
| New | +$294K | 0.1% | 107 |
|
|
2018
Q1 | – | Sell |
-866
| Closed | -$155K | – | 482 |
|
|
2017
Q4 | $155K | Buy |
+866
| New | +$155K | 0.02% | 507 |
|