Toth Financial Advisory’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 | $24K | Hold |
45
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $21.8K | Hold |
45
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $24K | Hold |
45
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $21.1K | Sell |
45
-10
| -18% | -$4.7K | ﹤0.01% | 377 |
|
|
2024
Q2 | $23.5K | Hold |
55
| – | – | ﹤0.01% | 375 |
|
|
2024
Q1 | $24.1K | Hold |
55
| – | – | ﹤0.01% | 372 |
|
|
2023
Q4 | $20.9K | Hold |
55
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $18.1K | Buy |
55
+35
| +175% | +$11.5K | ﹤0.01% | 381 |
|
|
2023
Q2 | $6.64K | Sell |
20
-5
| -20% | -$1.66K | ﹤0.01% | 513 |
|
|
2023
Q1 | $7.66K | Buy |
25
+5
| +25% | +$1.53K | ﹤0.01% | 490 |
|
|
2022
Q4 | $6.23K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2022
Q1 | $6K | Hold |
20
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 550 |
|
|
2020
Q2 | – | Sell |
-290
| Closed | -$30K | – | 537 |
|
|
2020
Q1 | $30K | Sell |
290
-3,150
| -92% | -$326K | 0.01% | 205 |
|
|
2019
Q4 | $573K | Buy |
+3,440
| New | +$573K | 0.12% | 119 |
|