AMERIPRISE FINL INC

Ticker: AMP CUSIP: 03076C106 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,571 Value ($000) $2,241 Avg Close $473.82 Range $431.13 - $507.00
Q3 2025
Shares 6,648 Value ($000) $3,266 Avg Close $510.14 Range $480.74 - $544.82
Q2 2025
Shares 6,842 Value ($000) $3,652 Avg Close $490.23 Range $392.21 - $530.79
Q1 2025
Shares 6,943 Value ($000) $3,361 Avg Close $518.64 Range $464.12 - $574.69
Q4 2024
Shares 5,043 Value ($000) $2,685 Avg Close $526.39 Range $458.76 - $569.70
Q3 2024
Shares 6,276 Value ($000) $2,949 Avg Close $426.54 Range $379.75 - $464.25
Q2 2024
Shares 6,237 Value ($000) $2,664 Avg Close $418.45 Range $392.60 - $437.77
Q1 2024
Shares 3,381 Value ($000) $1,482 Avg Close $390.78 Range $358.83 - $430.67
Q4 2023
Shares 3,502 Value ($000) $1,330 Avg Close $333.50 Range $297.44 - $373.80
Q3 2023
Shares 3,534 Value ($000) $1,165 Avg Close $330.58 Range $314.84 - $345.96
Q2 2023
Shares 3,785 Value ($000) $1,257 Avg Close $296.47 Range $269.13 - $323.39
Q1 2023
Shares 3,986 Value ($000) $1,222 Avg Close $314.59 Range $264.55 - $343.76
Q4 2022
Shares 3,915 Value ($000) $1,219 Avg Close $291.87 Range $240.12 - $325.25
Q3 2022
Shares 4,000 Value ($000) $1,007,834 Avg Close $250.71 Range $208.99 - $279.63
Q2 2022
Shares 3,755 Value ($000) $892,451 Avg Close $253.99 Range $219.96 - $288.99
Q1 2022
Shares 3,792 Value ($000) $1,138,845 Avg Close $285.60 Range $244.12 - $313.17
Q4 2021
Shares 3,756 Value ($000) $1,133,155 Avg Close $278.30 Range $246.79 - $294.12
Q3 2021
Shares 2,746 Value ($000) $725,329 Avg Close $245.17 Range $221.11 - $261.92
Q2 2021
Shares 1,136 Value ($000) $282,728 Avg Close $235.22 Range $216.57 - $251.71