Transamerica Financial Advisors’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 | $31.3K | Sell |
59
-7
| -11% | -$3.71K | ﹤0.01% | 323 |
|
2025
Q1 | $32K | Sell |
66
-1,230
| -95% | -$596K | ﹤0.01% | 320 |
|
2024
Q4 | $690K | Sell |
1,296
-315
| -20% | -$168K | 0.07% | 176 |
|
2024
Q3 | $757K | Sell |
1,611
-150
| -9% | -$70.5K | 0.07% | 172 |
|
2024
Q2 | $753K | Hold |
1,761
| – | – | 0.08% | 156 |
|
2024
Q1 | $773K | Sell |
1,761
-114
| -6% | -$50K | 0.08% | 173 |
|
2023
Q4 | $713K | Sell |
1,875
-1,342
| -42% | -$510K | 0.1% | 140 |
|
2023
Q3 | $1.06M | Sell |
3,217
-233
| -7% | -$76.8K | 0.14% | 120 |
|
2023
Q2 | $1.15M | Sell |
3,450
-47
| -1% | -$15.6K | 0.15% | 121 |
|
2023
Q1 | $1.07M | Buy |
3,497
+120
| +4% | +$36.8K | 0.14% | 121 |
|
2022
Q4 | $1.05M | Buy |
3,377
+46
| +1% | +$14.3K | 0.15% | 125 |
|
2022
Q3 | $840K | Buy |
3,331
+477
| +17% | +$120K | 0.12% | 130 |
|
2022
Q2 | $679K | Buy |
2,854
+2,851
| +95,033% | +$678K | 0.1% | 148 |
|
2022
Q1 | $1K | Hold |
3
| – | – | 0.04% | 56 |
|
2021
Q4 | $1K | Hold |
3
| – | – | 0.03% | 65 |
|
2021
Q3 | $1K | Hold |
3
| – | – | 0.03% | 64 |
|
2021
Q2 | $1K | Hold |
3
| – | – | 0.02% | 84 |
|
2021
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | 0.02% | 120 |
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | 0.02% | 113 |
|