The Family Firm’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 | – | Sell |
-457
| Closed | -$221K | – | 95 |
|
|
2025
Q1 | $221K | Buy |
457
+2
| +0.4% | +$967 | 0.05% | 197 |
|
|
2024
Q4 | $242K | Buy |
455
+1
| +0.2% | +$533 | 0.05% | 188 |
|
|
2024
Q3 | $214K | Buy |
454
+71
| +19% | +$33.4K | 0.05% | 199 |
|
|
2024
Q2 | $164K | Sell |
383
-93
| -20% | -$39.7K | 0.04% | 224 |
|
|
2024
Q1 | $209K | Buy |
+476
| New | +$209K | 0.05% | 190 |
|