United Capital 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 | $2.24M | Sell |
4,193
-36
| -0.9% | -$19.2K | 0.02% | 418 |
|
|
2025
Q1 | $2.05M | Sell |
4,229
-14
| -0.3% | -$6.78K | 0.02% | 423 |
|
|
2024
Q4 | $2.26M | Sell |
4,243
-46
| -1% | -$24.5K | 0.02% | 396 |
|
|
2024
Q3 | $2.01M | Sell |
4,289
-116
| -3% | -$54.5K | 0.02% | 414 |
|
|
2024
Q2 | $1.88M | Buy |
4,405
+67
| +2% | +$28.6K | 0.02% | 417 |
|
|
2024
Q1 | $1.9M | Sell |
4,338
-313
| -7% | -$137K | 0.02% | 436 |
|
|
2023
Q4 | $1.77M | Buy |
4,651
+3,582
| +335% | +$1.36M | 0.01% | 437 |
|
|
2023
Q3 | $353K | Sell |
1,069
-313
| -23% | -$103K | ﹤0.01% | 703 |
|
|
2023
Q2 | $459K | Sell |
1,382
-3,878
| -74% | -$1.29M | ﹤0.01% | 689 |
|
|
2023
Q1 | $1.61M | Sell |
5,260
-693
| -12% | -$212K | 0.01% | 481 |
|
|
2022
Q4 | $1.85M | Sell |
5,953
-11
| -0.2% | -$3.43K | 0.01% | 495 |
|
|
2022
Q3 | $1.5M | Buy |
5,964
+1,063
| +22% | +$268K | 0.01% | 525 |
|
|
2022
Q2 | $1.17M | Sell |
4,901
-192
| -4% | -$45.6K | 0.01% | 609 |
|
|
2022
Q1 | $1.53M | Buy |
5,093
+104
| +2% | +$31.2K | 0.01% | 575 |
|
|
2021
Q4 | $1.51M | Sell |
4,989
-578
| -10% | -$174K | 0.01% | 594 |
|
|
2021
Q3 | $1.47M | Sell |
5,567
-2,239
| -29% | -$591K | 0.01% | 585 |
|
|
2021
Q2 | $1.94M | Buy |
7,806
+36
| +0.5% | +$8.96K | 0.01% | 543 |
|
|
2021
Q1 | $1.81M | Buy |
7,770
+959
| +14% | +$223K | 0.01% | 524 |
|
|
2020
Q4 | $1.32M | Sell |
6,811
-168
| -2% | -$32.7K | 0.01% | 599 |
|
|
2020
Q3 | $1.08M | Buy |
6,979
+104
| +2% | +$16K | 0.01% | 638 |
|
|
2020
Q2 | $1.03M | Buy |
6,875
+3,495
| +103% | +$525K | 0.01% | 652 |
|
|
2020
Q1 | $346K | Sell |
3,380
-1,934
| -36% | -$198K | ﹤0.01% | 940 |
|
|
2019
Q4 | $885K | Sell |
5,314
-470
| -8% | -$78.3K | 0.01% | 809 |
|
|
2019
Q3 | $851K | Sell |
5,784
-5,547
| -49% | -$816K | 0.01% | 784 |
|
|
2019
Q2 | $1.65M | Sell |
11,331
-2,855
| -20% | -$414K | 0.01% | 666 |
|
|
2019
Q1 | $1.82M | Sell |
14,186
-54,929
| -79% | -$7.04M | 0.01% | 608 |
|
|
2018
Q4 | $7.21M | Buy |
69,115
+6
| +0% | +$626 | 0.06% | 315 |
|
|
2018
Q3 | $10.2M | Buy |
69,109
+1,501
| +2% | +$222K | 0.07% | 297 |
|
|
2018
Q2 | $9.46M | Buy |
67,608
+2,032
| +3% | +$284K | 0.07% | 311 |
|
|
2018
Q1 | $9.7M | Sell |
65,576
-905
| -1% | -$134K | 0.07% | 300 |
|
|
2017
Q4 | $11.3M | Sell |
66,481
-942
| -1% | -$160K | 0.09% | 274 |
|
|
2017
Q3 | $10M | Buy |
67,423
+334
| +0.5% | +$49.6K | 0.08% | 281 |
|
|
2017
Q2 | $8.54M | Sell |
67,089
-604
| -0.9% | -$76.9K | 0.08% | 298 |
|
|
2017
Q1 | $8.78M | Buy |
67,693
+115
| +0.2% | +$14.9K | 0.08% | 287 |
|
|
2016
Q4 | $7.5M | Sell |
67,578
-1,943
| -3% | -$216K | 0.07% | 315 |
|
|
2016
Q3 | $6.94M | Sell |
69,521
-511
| -0.7% | -$51K | 0.07% | 330 |
|
|
2016
Q2 | $6.3M | Buy |
70,032
+687
| +1% | +$61.8K | 0.06% | 330 |
|
|
2016
Q1 | $6.52M | Buy |
69,345
+4,317
| +7% | +$406K | 0.07% | 283 |
|
|
2015
Q4 | $6.92M | Sell |
65,028
-26,928
| -29% | -$2.87M | 0.08% | 271 |
|
|
2015
Q3 | $10M | Buy |
91,956
+59,023
| +179% | +$6.44M | 0.12% | 191 |
|
|
2015
Q2 | $4.11M | Buy |
32,933
+24,550
| +293% | +$3.07M | 0.05% | 390 |
|
|
2015
Q1 | $1.05M | Sell |
8,383
-25
| -0.3% | -$3.13K | 0.01% | 710 |
|
|
2014
Q4 | $1.11M | Buy |
8,408
+126
| +2% | +$16.7K | 0.02% | 623 |
|
|
2014
Q3 | $1.02M | Buy |
+8,282
| New | +$1.02M | 0.02% | 600 |
|
|
2014
Q2 | – | Sell |
-6,839
| Closed | -$753K | – | 782 |
|
|
2014
Q1 | $753K | Buy |
+6,839
| New | +$753K | 0.02% | 544 |
|