Virtus Investment Advisers’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 Q4	–	Sell	-3,533	Closed	-$1.74M	–	464
2025 Q3	$1.74M	Buy	3,533 +560	+19%	+$287K	0.5%	100
2025 Q2	$1.59M	Buy	2,973 +487	+20%	+$241K	0.54%	49
2025 Q1	$1.2M	Buy	+2,486	New	+$1.3M	0.33%	114
2018 Q1	–	Sell	-7,498	Closed	-$1.27M	–	35
2017 Q4	$1.27M	Sell	7,498 -545	-7%	-$87.3K	0.14%	182
2017 Q3	$1.19M	Buy	8,043 +5,763	+253%	+$805K	0.13%	198
2017 Q2	$290K	Sell	2,280 -1,198	-34%	-$152K	0.03%	383
2017 Q1	$451K	Sell	3,478 -428	-11%	-$53K	0.04%	341
2016 Q4	$433K	Buy	3,906 +2,569	+192%	+$271K	0.03%	369
2016 Q3	$133K	Buy	+1,337	New	+$130K	0.01%	474