Summit Trail Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $218K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $155K | Buy |
|