Transcend Capital 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 | $989K | Buy |
1,852
+347
| +23% | +$185K | 0.08% | 235 |
|
|
2025
Q1 | $729K | Buy |
1,505
+80
| +6% | +$38.7K | 0.05% | 300 |
|
|
2024
Q4 | $759K | Sell |
1,425
-255
| -15% | -$136K | 0.05% | 277 |
|
|
2024
Q3 | $790K | Sell |
1,680
-36
| -2% | -$16.9K | 0.05% | 302 |
|
|
2024
Q2 | $733K | Buy |
1,716
+111
| +7% | +$47.4K | 0.05% | 303 |
|
|
2024
Q1 | $704K | Sell |
1,605
-36
| -2% | -$15.8K | 0.06% | 279 |
|
|
2023
Q4 | $623K | Sell |
1,641
-58
| -3% | -$22K | 0.06% | 280 |
|
|
2023
Q3 | $560K | Sell |
1,699
-434
| -20% | -$143K | 0.05% | 274 |
|
|
2023
Q2 | $709K | Sell |
2,133
-127
| -6% | -$42.2K | 0.07% | 250 |
|
|
2023
Q1 | $693K | Buy |
2,260
+103
| +5% | +$31.6K | 0.07% | 246 |
|
|
2022
Q4 | $672K | Buy |
2,157
+87
| +4% | +$27.1K | 0.07% | 247 |
|
|
2022
Q3 | $522K | Sell |
2,070
-103
| -5% | -$26K | 0.06% | 276 |
|
|
2022
Q2 | $516K | Buy |
2,173
+308
| +17% | +$73.1K | 0.05% | 291 |
|
|
2022
Q1 | $560K | Buy |
1,865
+675
| +57% | +$203K | 0.05% | 302 |
|
|
2021
Q4 | $359K | Buy |
+1,190
| New | +$359K | 0.03% | 354 |
|
|
2020
Q1 | – | Sell |
-7,450
| Closed | -$1.24M | – | 214 |
|
|
2019
Q4 | $1.24M | Buy |
+7,450
| New | +$1.24M | 0.33% | 93 |
|