Valeo 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 | $1.1M | Buy |
2,063
+895
| +77% | +$478K | 0.03% | 276 |
|
|
2025
Q1 | $565K | Buy |
1,168
+37
| +3% | +$17.9K | 0.02% | 385 |
|
|
2024
Q4 | $602K | Buy |
1,131
+2
| +0.2% | +$1.07K | 0.02% | 363 |
|
|
2024
Q3 | $530K | Sell |
1,129
-32
| -3% | -$15K | 0.02% | 390 |
|
|
2024
Q2 | $496K | Sell |
1,161
-52
| -4% | -$22.2K | 0.02% | 387 |
|
|
2024
Q1 | $501K | Sell |
1,213
-314
| -21% | -$130K | 0.02% | 373 |
|
|
2023
Q4 | $580K | Buy |
1,527
+272
| +22% | +$103K | 0.02% | 320 |
|
|
2023
Q3 | $414K | Buy |
1,255
+59
| +5% | +$19.5K | 0.02% | 381 |
|
|
2023
Q2 | $397K | Sell |
1,196
-556
| -32% | -$185K | 0.02% | 361 |
|
|
2023
Q1 | $537K | Buy |
1,752
+689
| +65% | +$211K | 0.03% | 319 |
|
|
2022
Q4 | $331K | Buy |
1,063
+267
| +34% | +$83.1K | 0.02% | 364 |
|
|
2022
Q3 | $201K | Buy |
+796
| New | +$201K | 0.01% | 434 |
|
|
2022
Q2 | – | Sell |
-1,253
| Closed | -$376K | – | 494 |
|
|
2022
Q1 | $376K | Buy |
1,253
+576
| +85% | +$173K | 0.02% | 371 |
|
|
2021
Q4 | $204K | Buy |
+677
| New | +$204K | 0.01% | 495 |
|
|
2021
Q2 | – | Sell |
-430
| Closed | -$100K | – | 511 |
|
|
2021
Q1 | $100K | Sell |
430
-272
| -39% | -$63.3K | ﹤0.01% | 604 |
|
|
2020
Q4 | $136K | Sell |
702
-18
| -3% | -$3.49K | 0.01% | 484 |
|
|
2020
Q3 | $111K | Sell |
720
-12
| -2% | -$1.85K | 0.01% | 445 |
|
|
2020
Q2 | $110K | Buy |
732
+13
| +2% | +$1.95K | 0.01% | 466 |
|
|
2020
Q1 | $87K | Buy |
+719
| New | +$87K | 0.01% | 448 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$15K | – | 1607 |
|
|
2019
Q3 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 904 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1537 |
|
|
2019
Q1 | $1K | Sell |
5
-100
| -95% | -$20K | ﹤0.01% | 1416 |
|
|
2018
Q4 | $11K | Sell |
105
-800
| -88% | -$83.8K | ﹤0.01% | 842 |
|
|
2018
Q3 | $115K | Sell |
905
-170
| -16% | -$21.6K | 0.02% | 371 |
|
|
2018
Q2 | $147K | Buy |
1,075
+389
| +57% | +$53.2K | 0.02% | 333 |
|
|
2018
Q1 | $101K | Buy |
686
+132
| +24% | +$19.4K | 0.02% | 365 |
|
|
2017
Q4 | $94K | Sell |
554
-104
| -16% | -$17.6K | 0.02% | 348 |
|
|
2017
Q3 | $98K | Buy |
+658
| New | +$98K | 0.02% | 289 |
|