Tortoise Investment Management’s Ameriprise Financial AMP Stock Holding History

Tortoise Investment Management’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	582 +159	+38%	+$84.9K	0.03%	178
2025 Q1	$205K	Sell	423 -52	-11%	-$25.2K	0.02%	212
2024 Q4	$253K	Buy	475 +7	+1%	+$3.73K	0.03%	197
2024 Q3	$220K	Buy	468 +21	+5%	+$9.87K	0.02%	209
2024 Q2	$191K	Buy	447 +8	+2%	+$3.42K	0.02%	213
2024 Q1	$193K	Sell	439 -1	-0.2%	-$439	0.02%	217
2023 Q4	$167K	Hold	440	–	–	0.02%	229
2023 Q3	$145K	Hold	440	–	–	0.02%	232
2023 Q2	$146K	Buy	440 +2	+0.5%	+$665	0.02%	239
2023 Q1	$134K	Hold	438	–	–	0.02%	230
2022 Q4	$136K	Sell	438 -3	-0.7%	-$934	0.02%	227
2022 Q3	$111K	Buy	441 +269	+156%	+$67.7K	0.02%	240
2022 Q2	$41K	Buy	172 +22	+15%	+$5.24K	0.01%	325
2022 Q1	$45K	Hold	150	–	–	0.01%	314
2021 Q4	$45K	Hold	150	–	–	0.01%	304
2021 Q3	$40K	Hold	150	–	–	0.01%	298
2021 Q2	$37K	Hold	150	–	–	0.01%	302
2021 Q1	$35K	Hold	150	–	–	0.01%	287
2020 Q4	$29K	Hold	150	–	–	0.01%	288
2020 Q3	$23K	Hold	150	–	–	0.01%	292
2020 Q2	$23K	Sell	150 -36	-19%	-$5.52K	0.01%	281
2020 Q1	$19K	Hold	186	–	–	0.01%	292
2019 Q4	$31K	Hold	186	–	–	0.01%	276
2019 Q3	$27K	Hold	186	–	–	0.01%	282
2019 Q2	$27K	Buy	186 +150	+417%	+$21.8K	0.01%	300
2019 Q1	$5K	Buy	36 +6	+20%	+$833	﹤0.01%	474
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	472
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	462
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	478
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	456
2017 Q4	$5K	Hold	30	–	–	﹤0.01%	444
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	415
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	414
2017 Q1	$4K	Hold	30	–	–	﹤0.01%	397
2016 Q4	$3K	Buy	+30	New	+$3K	﹤0.01%	423
2014 Q3	–	Sell	-156	Closed	-$19K	–	382
2014 Q2	$19K	Hold	156	–	–	0.01%	273
2014 Q1	$17K	Hold	156	–	–	0.01%	235
2013 Q4	$18K	Hold	156	–	–	0.01%	218
2013 Q3	$14K	Hold	156	–	–	0.01%	214
2013 Q2	$13K	Buy	+156	New	+$13K	0.01%	204