Wellington Shields Capital Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
1,220
| – | – | 0.11% | 133 |
|
|
2025
Q1 | $591K | Hold |
1,220
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $650K | Hold |
1,220
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $573K | Hold |
1,220
| – | – | 0.1% | 144 |
|
|
2024
Q2 | $521K | Hold |
1,220
| – | – | 0.09% | 152 |
|
|
2024
Q1 | $535K | Hold |
1,220
| – | – | 0.1% | 145 |
|
|
2023
Q4 | $463K | Hold |
1,220
| – | – | 0.06% | 152 |
|
|
2023
Q3 | $402K | Hold |
1,220
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $405K | Hold |
1,220
| – | – | 0.05% | 164 |
|
|
2023
Q1 | $374K | Hold |
1,220
| – | – | 0.05% | 174 |
|
|
2022
Q4 | $380K | Sell |
1,220
-180
| -13% | -$56K | 0.05% | 169 |
|
|
2022
Q3 | $353K | Hold |
1,400
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $333K | Hold |
1,400
| – | – | 0.04% | 185 |
|
|
2022
Q1 | $421K | Hold |
1,400
| – | – | 0.05% | 190 |
|
|
2021
Q4 | $422K | Hold |
1,400
| – | – | 0.05% | 227 |
|
|
2021
Q3 | $370K | Hold |
1,400
| – | – | 0.05% | 211 |
|
|
2021
Q2 | $348K | Hold |
1,400
| – | – | 0.04% | 239 |
|
|
2021
Q1 | $325K | Hold |
1,400
| – | – | 0.03% | 243 |
|
|
2020
Q4 | $272K | Hold |
1,400
| – | – | 0.04% | 230 |
|
|
2020
Q3 | $216K | Hold |
1,400
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $210K | Buy |
+1,400
| New | +$210K | 0.03% | 223 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$233K | – | 231 |
|
|
2019
Q4 | $233K | Hold |
1,400
| – | – | 0.04% | 239 |
|
|
2019
Q3 | $206K | Sell |
1,400
-1,972
| -58% | -$290K | 0.03% | 250 |
|
|
2019
Q2 | $489K | Hold |
3,372
| – | – | 0.08% | 182 |
|
|
2019
Q1 | $432K | Hold |
3,372
| – | – | 0.07% | 196 |
|
|
2018
Q4 | $352K | Hold |
3,372
| – | – | 0.07% | 204 |
|
|
2018
Q3 | $498K | Hold |
3,372
| – | – | 0.08% | 203 |
|
|
2018
Q2 | $472K | Hold |
3,372
| – | – | 0.08% | 203 |
|
|
2018
Q1 | $499K | Hold |
3,372
| – | – | 0.08% | 217 |
|
|
2017
Q4 | $571K | Buy |
3,372
+1,950
| +137% | +$330K | 0.09% | 205 |
|
|
2017
Q3 | $211K | Buy |
+1,422
| New | +$211K | 0.03% | 297 |
|