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

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.