Washington Trust Bank’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-916
| Closed | -$402K | – | 207 |
|
|
2024
Q1 | $402K | Sell |
916
-15
| -2% | -$6.58K | 0.04% | 156 |
|
|
2023
Q4 | $354K | Hold |
931
| – | – | 0.03% | 171 |
|
|
2023
Q3 | $307K | Hold |
931
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $309K | Buy |
931
+117
| +14% | +$38.9K | 0.03% | 177 |
|
|
2023
Q1 | $249K | Hold |
814
| – | – | 0.03% | 197 |
|
|
2022
Q4 | $254K | Hold |
814
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $205K | Buy |
+814
| New | +$205K | 0.03% | 199 |
|
|
2022
Q2 | – | Sell |
-911
| Closed | -$274K | – | 216 |
|
|
2022
Q1 | $274K | Sell |
911
-70
| -7% | -$21.1K | 0.03% | 186 |
|
|
2021
Q4 | $296K | Sell |
981
-6
| -0.6% | -$1.81K | 0.03% | 182 |
|
|
2021
Q3 | $261K | Hold |
987
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $246K | Sell |
987
-64
| -6% | -$16K | 0.03% | 158 |
|
|
2021
Q1 | $245K | Sell |
1,051
-20
| -2% | -$4.66K | 0.03% | 157 |
|
|
2020
Q4 | $208K | Buy |
+1,071
| New | +$208K | 0.03% | 174 |
|
|
2019
Q2 | – | Sell |
-210
| Closed | -$26K | – | 213 |
|
|
2019
Q1 | $26K | Sell |
210
-17
| -7% | -$2.11K | ﹤0.01% | 409 |
|
|
2018
Q4 | $24K | Hold |
227
| – | – | ﹤0.01% | 417 |
|
|
2018
Q3 | $34K | Sell |
227
-41
| -15% | -$6.14K | 0.01% | 422 |
|
|
2018
Q2 | $37K | Sell |
268
-41
| -13% | -$5.66K | 0.01% | 412 |
|
|
2018
Q1 | $46K | Hold |
309
| – | – | 0.01% | 411 |
|
|
2017
Q4 | $52K | Hold |
309
| – | – | 0.01% | 420 |
|
|
2017
Q3 | $46K | Sell |
309
-16
| -5% | -$2.38K | 0.01% | 423 |
|
|
2017
Q2 | $41K | Buy |
325
+15
| +5% | +$1.89K | 0.01% | 390 |
|
|
2017
Q1 | $40K | Sell |
310
-13
| -4% | -$1.68K | 0.01% | 418 |
|
|
2016
Q4 | $36K | Hold |
323
| – | – | 0.01% | 424 |
|
|
2016
Q3 | $32K | Sell |
323
-37
| -10% | -$3.67K | 0.01% | 425 |
|
|
2016
Q2 | $32K | Hold |
360
| – | – | 0.01% | 427 |
|
|
2016
Q1 | $34K | Sell |
360
-580
| -62% | -$54.8K | 0.01% | 429 |
|
|
2015
Q4 | $100K | Hold |
940
| – | – | 0.02% | 290 |
|
|
2015
Q3 | $103K | Buy |
940
+150
| +19% | +$16.4K | 0.03% | 276 |
|
|
2015
Q2 | $99K | Hold |
790
| – | – | 0.02% | 300 |
|
|
2015
Q1 | $103K | Hold |
790
| – | – | 0.02% | 324 |
|
|
2014
Q4 | $104K | Sell |
790
-850
| -52% | -$112K | 0.03% | 336 |
|
|
2014
Q3 | $202K | Hold |
1,640
| – | – | 0.06% | 216 |
|
|
2014
Q2 | $197K | Sell |
1,640
-580
| -26% | -$69.7K | 0.04% | 233 |
|
|
2014
Q1 | $244K | Buy |
+2,220
| New | +$244K | 0.05% | 194 |
|