USA Financial Formulas’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-399	Closed	-$193K	–	248
2025 Q1	$193K	Buy	399 +63	+19%	+$33K	0.03%	157
2024 Q4	$179K	Buy	+336	New	+$179K	0.03%	173
2023 Q4	–	Sell	-2	Closed	-$659	–	351
2023 Q3	$659	Hold	2	–	–	﹤0.01%	425
2023 Q2	$664	Hold	2	–	–	﹤0.01%	406
2023 Q1	$613	Buy	+2	New	+$655	﹤0.01%	339
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	209
2022 Q2	$0	Sell	2 -2,553	-100%	-$684K	﹤0.01%	326
2022 Q1	$767K	Buy	2,555 +2,553	+127,650%	+$772K	0.82%	60
2021 Q4	$1K	Sell	2 -3,119	-100%	-$923K	﹤0.01%	291
2021 Q3	$824K	Sell	3,121 -1,695	-35%	-$443K	0.74%	74
2021 Q2	$1.2M	Sell	4,816 -119	-2%	-$30K	1%	21
2021 Q1	$1.15M	Buy	+4,935	New	+$1.07M	0.93%	41
2020 Q4	–	Sell	-8	Closed	-$1K	–	318
2020 Q3	$1K	Buy	+8	New	+$1.23K	﹤0.01%	234
2015 Q2	–	Sell	-1,894	Closed	-$248K	–	208
2015 Q1	$248K	Buy	+1,894	New	+$249K	0.08%	174