Symmetry Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,495
| Closed | -$2.35M | – | 115 |
|
|
2024
Q2 | $2.35M | Hold |
5,495
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $2.41M | Hold |
5,495
| – | – | 0.19% | 75 |
|
|
2023
Q4 | $2.09M | Sell |
5,495
-667
| -11% | -$254K | 0.11% | 84 |
|
|
2023
Q3 | $2.03M | Sell |
6,162
-123
| -2% | -$40.5K | 0.11% | 92 |
|
|
2023
Q2 | $2.09M | Hold |
6,285
| – | – | 0.11% | 91 |
|
|
2023
Q1 | $1.93M | Sell |
6,285
-120
| -2% | -$36.8K | 0.11% | 104 |
|
|
2022
Q4 | $1.99M | Hold |
6,405
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $1.61M | Hold |
6,405
| – | – | 0.11% | 102 |
|
|
2022
Q2 | $1.52M | Sell |
6,405
-303
| -5% | -$72K | 0.1% | 106 |
|
|
2022
Q1 | $2.02M | Hold |
6,708
| – | – | 0.13% | 95 |
|
|
2021
Q4 | $2.02M | Hold |
6,708
| – | – | 0.13% | 101 |
|
|
2021
Q3 | $1.83M | Sell |
6,708
-466
| -6% | -$127K | 0.12% | 112 |
|
|
2021
Q2 | $1.79M | Sell |
7,174
-176
| -2% | -$43.8K | 0.12% | 116 |
|
|
2021
Q1 | $1.71M | Sell |
7,350
-325
| -4% | -$75.6K | 0.12% | 113 |
|
|
2020
Q4 | $1.49M | Hold |
7,675
| – | – | 0.12% | 119 |
|
|
2020
Q3 | $1.18M | Buy |
7,675
+3,520
| +85% | +$543K | 0.1% | 134 |
|
|
2020
Q2 | $623K | Buy |
4,155
+340
| +9% | +$51K | 0.08% | 114 |
|
|
2020
Q1 | $391K | Buy |
3,815
+1,796
| +89% | +$184K | 0.09% | 159 |
|
|
2019
Q4 | $336K | Sell |
2,019
-518
| -20% | -$86.2K | 0.07% | 233 |
|
|
2019
Q3 | $373K | Buy |
+2,537
| New | +$373K | 0.08% | 215 |
|