Ameriprise Financial shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 491.26 |
| 2025-06-30 | $5.4M | 10k | 533.71 |
| 2025-03-31 | $4.8M | 9.8k | 484.13 |
| 2024-12-31 | $5.2M | 9.8k | 532.40 |
| 2024-09-30 | $4.6M | 9.9k | 469.81 |
| 2024-06-30 | $4.2M | 9.9k | 427.19 |
| 2024-03-31 | $4.4M | 9.9k | 438.45 |
| 2023-12-31 | $3.7M | 9.8k | 379.84 |
| 2023-09-30 | $3.3M | 9.9k | 329.67 |
| 2023-06-30 | $3.3M | 9.9k | 332.16 |
| 2023-03-31 | $3.0M | 9.9k | 306.49 |
| 2022-12-31 | $3.0M | 9.8k | 311.37 |
| 2022-09-30 | $2.5M | 9.7k | 251.87 |
| 2022-06-30 | $2.3M | 9.7k | 237.68 |
| 2022-03-31 | $2.4M | 8.2k | 300.33 |
| 2021-12-31 | $2.5M | 8.3k | 301.91 |
| 2021-09-30 | $2.3M | 8.6k | 264.12 |
| 2021-06-30 | $2.0M | 8.0k | 248.82 |
| 2021-03-31 | $1.5M | 6.5k | 232.43 |
| 2020-12-31 | $1.4M | 6.5k | 214.97 |