RAFFA WEALTH MANAGEMENT, LLC’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 | $16.5K | Buy |
36
+1
| +3% | +$458 | ﹤0.01% | 325 |
|
|
2026
Q1 | $15.6K | Buy |
35
+1
| +3% | +$482 | ﹤0.01% | 312 |
|
|
2025
Q4 | $16.7K | Hold |
34
| – | – | ﹤0.01% | 295 |
|
|
2025
Q3 | $16.7K | Buy |
34
+8
| +31% | +$4.1K | ﹤0.01% | 284 |
|
|
2025
Q2 | $13.9K | Buy |
26
+12
| +86% | +$5.93K | ﹤0.01% | 321 |
|
|
2025
Q1 | $6.78K | Sell |
14
-19
| -58% | -$9.96K | ﹤0.01% | 381 |
|
|
2024
Q4 | $17.6K | Sell |
33
-3
| -8% | -$1.6K | ﹤0.01% | 242 |
|
|
2024
Q3 | $16.9K | Hold |
36
| – | – | ﹤0.01% | 246 |
|
|
2024
Q2 | $15.4K | Hold |
36
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $15.8K | Sell |
36
-1
| -3% | -$400 | ﹤0.01% | 355 |
|
|
2023
Q4 | $14.1K | Hold |
37
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $12.2K | Buy |
37
+20
| +118% | +$6.83K | ﹤0.01% | 247 |
|
|
2023
Q2 | $5.65K | Hold |
17
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $5.21K | Hold |
17
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $5.29K | Hold |
17
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $4.28K | Hold |
17
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $4.04K | Hold |
17
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $5.11K | Hold |
17
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $5.13K | Hold |
17
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $4.49K | Hold |
17
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $4.23K | Sell |
17
-50
| -75% | -$12.6K | ﹤0.01% | 421 |
|
|
2021
Q1 | $15.6K | Buy |
67
+4
| +6% | +$865 | 0.01% | 223 |
|
|
2020
Q4 | $12.2K | Buy |
63
+1
| +2% | +$179 | ﹤0.01% | 231 |
|
|
2020
Q3 | $9.55K | Sell |
62
-4
| -6% | -$616 | ﹤0.01% | 239 |
|
|
2020
Q2 | $9.9K | Hold |
66
| – | – | ﹤0.01% | 230 |
|
|
2020
Q1 | $6.76K | Buy |
66
+53
| +408% | +$7.85K | ﹤0.01% | 240 |
|
|
2019
Q4 | $2.17K | Hold |
13
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $1.91K | Buy |
+13
| New | +$1.82K | ﹤0.01% | 403 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$1.67K | – | 772 |
|
|
2019
Q1 | $1.67K | Hold |
13
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $1.36K | Hold |
13
| – | – | ﹤0.01% | 431 |
|
|
2018
Q3 | $1.92K | Hold |
13
| – | – | ﹤0.01% | 400 |
|
|
2018
Q2 | $1.82K | Hold |
13
| – | – | ﹤0.01% | 394 |
|
|
2018
Q1 | $1.92K | Buy |
+13
| New | +$2.12K | ﹤0.01% | 370 |
|
|
2017
Q1 | – | Sell |
-6
| Closed | -$666 | – | 401 |
|
|
2016
Q4 | $666 | Hold |
6
| – | – | ﹤0.01% | 611 |
|
|
2016
Q3 | $599 | Hold |
6
| – | – | ﹤0.01% | 638 |
|
|
2016
Q2 | $539 | Hold |
6
| – | – | ﹤0.01% | 649 |
|
|
2016
Q1 | $564 | Hold |
6
| – | – | ﹤0.01% | 641 |
|
|
2015
Q4 | $639 | Hold |
6
| – | – | ﹤0.01% | 565 |
|
|
2015
Q3 | $655 | Hold |
6
| – | – | ﹤0.01% | 537 |
|
|
2015
Q2 | $750 | Hold |
6
| – | – | ﹤0.01% | 483 |
|
|
2015
Q1 | $785 | Hold |
6
| – | – | ﹤0.01% | 473 |
|
|
2014
Q4 | $794 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2014
Q3 | $740 | Buy |
+6
| New | +$736 | ﹤0.01% | 429 |
|
|
2014
Q1 | – | Sell |
-6
| Closed | -$794 | – | 299 |
|
|
2013
Q4 | $794 | Buy |
+6
| New | +$620 | ﹤0.01% | 430 |
|
Other funds holding AMP
MIHAS
VF
SCM
AP
WCM
RAFFA WEALTH MANAGEMENT, LLC's AMP Position: Q2 2026 in Review
RAFFA WEALTH MANAGEMENT, LLC increased its Ameriprise Financial (AMP) stake by 2.9% in Q2 2026, buying an estimated $458 and bringing the position to 36 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #325.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in AMP in Q4 2013 and has held it in 44 quarters since. The position peaked at $17.6K in Q4 2024. 457 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- RAFFA WEALTH MANAGEMENT, LLC held 36 shares of Ameriprise Financial worth $16.5K as of Q2 2026.
- RAFFA WEALTH MANAGEMENT, LLC bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
- Ameriprise Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #325 holding.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in Ameriprise Financial in Q4 2013 and has held it in 44 quarters since.
- RAFFA WEALTH MANAGEMENT, LLC's Ameriprise Financial position peaked at $17.6K in Q4 2024.
- 457 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.