Valeo Financial Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $555K | Buy |
1,209
+49
| +4% | +$22.5K | 0.01% | 419 |
|
|
2026
Q1 | $516K | Sell |
1,160
-823
| -42% | -$397K | 0.01% | 400 |
|
|
2025
Q4 | $972K | Sell |
1,983
-5
| -0.3% | -$2.37K | 0.02% | 308 |
|
|
2025
Q3 | $977K | Sell |
1,988
-75
| -4% | -$38.4K | 0.02% | 314 |
|
|
2025
Q2 | $1.1M | Buy |
2,063
+895
| +77% | +$442K | 0.03% | 278 |
|
|
2025
Q1 | $565K | Buy |
1,168
+37
| +3% | +$19.4K | 0.02% | 387 |
|
|
2024
Q4 | $602K | Buy |
1,131
+2
| +0.2% | +$1.07K | 0.02% | 368 |
|
|
2024
Q3 | $530K | Sell |
1,129
-32
| -3% | -$13.9K | 0.02% | 394 |
|
|
2024
Q2 | $496K | Sell |
1,161
-52
| -4% | -$22.2K | 0.02% | 387 |
|
|
2024
Q1 | $501K | Sell |
1,213
-314
| -21% | -$126K | 0.02% | 373 |
|
|
2023
Q4 | $580K | Buy |
1,527
+272
| +22% | +$93.3K | 0.02% | 320 |
|
|
2023
Q3 | $414K | Buy |
1,255
+59
| +5% | +$20.1K | 0.02% | 381 |
|
|
2023
Q2 | $397K | Sell |
1,196
-556
| -32% | -$171K | 0.02% | 361 |
|
|
2023
Q1 | $537K | Buy |
1,752
+689
| +65% | +$226K | 0.03% | 319 |
|
|
2022
Q4 | $331K | Buy |
1,063
+267
| +34% | +$81.4K | 0.02% | 364 |
|
|
2022
Q3 | $201K | Buy |
+796
| New | +$209K | 0.01% | 442 |
|
|
2022
Q2 | – | Sell |
-1,253
| Closed | -$376K | – | 523 |
|
|
2022
Q1 | $376K | Buy |
1,253
+576
| +85% | +$174K | 0.02% | 392 |
|
|
2021
Q4 | $204K | Buy |
+677
| New | +$200K | 0.01% | 516 |
|
|
2021
Q2 | – | Sell |
-430
| Closed | -$100K | – | 574 |
|
|
2021
Q1 | $100K | Sell |
430
-272
| -39% | -$58.8K | ﹤0.01% | 625 |
|
|
2020
Q4 | $136K | Sell |
702
-18
| -3% | -$3.22K | 0.01% | 494 |
|
|
2020
Q3 | $111K | Sell |
720
-12
| -2% | -$1.85K | 0.01% | 456 |
|
|
2020
Q2 | $110K | Buy |
732
+13
| +2% | +$1.67K | 0.01% | 478 |
|
|
2020
Q1 | $87K | Buy |
+719
| New | +$107K | 0.01% | 457 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$15K | – | 1621 |
|
|
2019
Q3 | $15K | Buy |
+100
| New | +$14K | ﹤0.01% | 915 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1544 |
|
|
2019
Q1 | $1K | Sell |
5
-100
| -95% | -$12.4K | ﹤0.01% | 1424 |
|
|
2018
Q4 | $11K | Sell |
105
-800
| -88% | -$100K | ﹤0.01% | 850 |
|
|
2018
Q3 | $115K | Sell |
905
-170
| -16% | -$24.3K | 0.02% | 372 |
|
|
2018
Q2 | $147K | Buy |
1,075
+389
| +57% | +$55.1K | 0.02% | 333 |
|
|
2018
Q1 | $101K | Buy |
686
+132
| +24% | +$21.5K | 0.02% | 366 |
|
|
2017
Q4 | $94K | Sell |
554
-104
| -16% | -$16.7K | 0.02% | 348 |
|
|
2017
Q3 | $98K | Buy |
+658
| New | +$91.9K | 0.02% | 291 |
|
Other funds holding AMP
Valeo Financial Advisors's AMP Position: Q2 2026 in Review
Valeo Financial Advisors increased its Ameriprise Financial (AMP) stake by 4.2% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,209 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #419.
Valeo Financial Advisors first reported a position in AMP in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.1M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Valeo Financial Advisors held 1,209 shares of Ameriprise Financial worth $555K as of Q2 2026.
- Valeo Financial Advisors bought 49 Ameriprise Financial shares in Q2 2026, an estimated $22.5K.
- Ameriprise Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #419 holding.
- Valeo Financial Advisors first reported a position in Ameriprise Financial in Q3 2017 and has held it in 31 quarters since.
- Valeo Financial Advisors's Ameriprise Financial position peaked at $1.1M in Q2 2025.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.