SVB Wealth’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 | $2.14M | Sell |
4,009
-2,245
| -36% | -$1.2M | 0.11% | 156 |
|
|
2025
Q1 | $3.03M | Sell |
6,254
-1,801
| -22% | -$872K | 0.12% | 91 |
|
|
2024
Q4 | $4.29M | Buy |
+8,055
| New | +$4.29M | 0.08% | 152 |
|
|
2024
Q3 | – | Sell |
-7,832
| Closed | -$3.35M | – | 47 |
|
|
2024
Q2 | $3.35M | Sell |
7,832
-830
| -10% | -$355K | 0.08% | 187 |
|
|
2024
Q1 | $3.8M | Buy |
8,662
+201
| +2% | +$88.1K | 0.08% | 187 |
|
|
2023
Q4 | $3.21M | Sell |
8,461
-2,095
| -20% | -$796K | 0.08% | 194 |
|
|
2023
Q3 | $3.48M | Sell |
10,556
-1,881
| -15% | -$620K | 0.08% | 170 |
|
|
2023
Q2 | $4.13M | Sell |
12,437
-6,147
| -33% | -$2.04M | 0.07% | 169 |
|
|
2023
Q1 | $5.7M | Sell |
18,584
-502
| -3% | -$154K | 0.08% | 164 |
|
|
2022
Q4 | $5.94M | Buy |
19,086
+549
| +3% | +$171K | 0.08% | 163 |
|
|
2022
Q3 | $4.67M | Sell |
18,537
-149
| -0.8% | -$37.5K | 0.07% | 172 |
|
|
2022
Q2 | $4.44M | Buy |
18,686
+586
| +3% | +$139K | 0.07% | 157 |
|
|
2022
Q1 | $5.44M | Sell |
18,100
-346
| -2% | -$104K | 0.07% | 145 |
|
|
2021
Q4 | $5.56M | Sell |
18,446
-11,444
| -38% | -$3.45M | 0.09% | 140 |
|
|
2021
Q3 | $7.89M | Buy |
29,890
+1,272
| +4% | +$336K | 0.1% | 131 |
|
|
2021
Q2 | $7.12M | Buy |
28,618
+535
| +2% | +$133K | 0.09% | 145 |
|
|
2021
Q1 | $6.53M | Buy |
28,083
+277
| +1% | +$64.4K | 0.09% | 143 |
|
|
2020
Q4 | $5.4M | Sell |
27,806
-4,429
| -14% | -$861K | 0.08% | 155 |
|
|
2020
Q3 | $4.97M | Sell |
32,235
-1,275
| -4% | -$197K | 0.08% | 147 |
|
|
2020
Q2 | $5.03M | Sell |
33,510
-81,165
| -71% | -$12.2M | 0.09% | 140 |
|
|
2020
Q1 | $11.8M | Buy |
114,675
+4,134
| +4% | +$424K | 0.29% | 59 |
|
|
2019
Q4 | $18.4M | Sell |
110,541
-2,105
| -2% | -$351K | 0.34% | 57 |
|
|
2019
Q3 | $16.6M | Buy |
112,646
+71
| +0.1% | +$10.4K | 0.33% | 58 |
|
|
2019
Q2 | $16.3M | Sell |
112,575
-2,834
| -2% | -$411K | 0.55% | 53 |
|
|
2019
Q1 | $14.8M | Buy |
115,409
+771
| +0.7% | +$98.8K | 0.58% | 54 |
|
|
2018
Q4 | $12M | Buy |
114,638
+16,562
| +17% | +$1.73M | 0.51% | 64 |
|
|
2018
Q3 | $14.5M | Buy |
98,076
+1,838
| +2% | +$271K | 0.51% | 63 |
|
|
2018
Q2 | $13.5M | Buy |
96,238
+1,575
| +2% | +$220K | 0.52% | 61 |
|
|
2018
Q1 | $14M | Buy |
94,663
+2,606
| +3% | +$386K | 0.54% | 62 |
|
|
2017
Q4 | $15.6M | Buy |
92,057
+4,295
| +5% | +$728K | 0.59% | 55 |
|
|
2017
Q3 | $13M | Buy |
87,762
+1,852
| +2% | +$275K | 0.5% | 68 |
|
|
2017
Q2 | $10.9M | Buy |
85,910
+2,375
| +3% | +$302K | 0.43% | 77 |
|
|
2017
Q1 | $10.8M | Buy |
83,535
+10,964
| +15% | +$1.42M | 0.43% | 76 |
|
|
2016
Q4 | $8.05M | Buy |
72,571
+4,699
| +7% | +$521K | 0.33% | 89 |
|
|
2016
Q3 | $6.77M | Buy |
67,872
+1,886
| +3% | +$188K | 0.28% | 95 |
|
|
2016
Q2 | $5.93M | Buy |
65,986
+3,631
| +6% | +$326K | 0.24% | 104 |
|
|
2016
Q1 | $5.86M | Sell |
62,355
-76
| -0.1% | -$7.15K | 0.24% | 103 |
|
|
2015
Q4 | $6.64M | Sell |
62,431
-4,922
| -7% | -$524K | 0.26% | 95 |
|
|
2015
Q3 | $7.35M | Sell |
67,353
-9,125
| -12% | -$996K | 0.28% | 93 |
|
|
2015
Q2 | $9.55M | Sell |
76,478
-2,255
| -3% | -$282K | 0.32% | 88 |
|
|
2015
Q1 | $10.3M | Sell |
78,733
-2,858
| -4% | -$374K | 0.33% | 85 |
|
|
2014
Q4 | $10.8M | Buy |
+81,591
| New | +$10.8M | 0.35% | 85 |
|