Alesco Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,796
| Closed | -$219K | – | 198 |
|
|
2024
Q3 | $219K | Buy |
+3,796
| New | +$217K | 0.01% | 174 |
|
|
2024
Q1 | – | Sell |
-3,796
| Closed | -$229K | – | 187 |
|
|
2023
Q4 | $229K | Buy |
+3,796
| New | +$206K | 0.01% | 163 |
|
|
2023
Q3 | – | Sell |
-3,796
| Closed | -$211K | – | 174 |
|
|
2023
Q2 | $211K | Hold |
3,796
| – | – | 0.01% | 159 |
|
|
2023
Q1 | $251K | Hold |
3,796
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $294K | Hold |
3,796
| – | – | 0.01% | 142 |
|
|
2022
Q3 | $276K | Hold |
3,796
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $274K | Hold |
3,796
| – | – | 0.01% | 131 |
|
|
2022
Q1 | $297K | Hold |
3,796
| – | – | 0.01% | 128 |
|
|
2021
Q4 | $317K | Hold |
3,796
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $307K | Hold |
3,796
| – | – | 0.01% | 115 |
|
|
2021
Q2 | $294K | Hold |
3,796
| – | – | 0.01% | 116 |
|
|
2021
Q1 | $314K | Hold |
3,796
| – | – | 0.01% | 108 |
|
|
2020
Q4 | $268K | Hold |
3,796
| – | – | 0.01% | 114 |
|
|
2020
Q3 | $216K | Hold |
3,796
| – | – | 0.01% | 117 |
|
|
2020
Q2 | $246K | Hold |
3,796
| – | – | 0.01% | 115 |
|
|
2020
Q1 | $273K | Hold |
3,796
| – | – | 0.02% | 109 |
|
|
2019
Q4 | $347K | Hold |
3,796
| – | – | 0.02% | 138 |
|
|
2019
Q3 | $308K | Hold |
3,796
| – | – | 0.02% | 111 |
|
|
2019
Q2 | $310K | Hold |
3,796
| – | – | 0.02% | 113 |
|
|
2019
Q1 | $289K | Hold |
3,796
| – | – | 0.02% | 115 |
|
|
2018
Q4 | $285K | Hold |
3,796
| – | – | 0.02% | 113 |
|
|
2018
Q3 | $308K | Hold |
3,796
| – | – | 0.02% | 111 |
|
|
2018
Q2 | $326K | Hold |
3,796
| – | – | 0.02% | 102 |
|
|
2018
Q1 | $288K | Hold |
3,796
| – | – | 0.02% | 101 |
|
|
2017
Q4 | $309K | Hold |
3,796
| – | – | 0.02% | 102 |
|
|
2017
Q3 | $327K | Hold |
3,796
| – | – | 0.02% | 102 |
|
|
2017
Q2 | $299K | Hold |
3,796
| – | – | 0.02% | 101 |
|
|
2017
Q1 | $306K | Hold |
3,796
| – | – | 0.02% | 103 |
|
|
2016
Q4 | $359K | Hold |
3,796
| – | – | 0.03% | 95 |
|
|
2016
Q3 | $290K | Sell |
3,796
-5,000
| -57% | -$357K | 0.02% | 97 |
|
|
2016
Q2 | $572K | Hold |
8,796
| – | – | 0.05% | 75 |
|
|
2016
Q1 | $563K | Hold |
8,796
| – | – | 0.05% | 74 |
|
|
2015
Q4 | $494K | Sell |
8,796
-2,000
| -19% | -$115K | 0.04% | 76 |
|
|
2015
Q3 | $576K | Buy |
+10,796
| New | +$575K | 0.05% | 73 |
|
Other funds holding TMP
TF
Alesco Advisors's TMP Position: Q4 2024 in Review
Alesco Advisors sold out of Tompkins Financial (TMP) in Q4 2024, closing a stake of 3,796 shares — an estimated $219K sold.
Alesco Advisors first reported a position in TMP in Q3 2015 and held it in 34 quarters. The position peaked at $576K in Q3 2015. 177 funds tracked by Wall St. Rank hold TMP as of Q4 2024.
- Alesco Advisors reported no remaining Tompkins Financial position as of Q4 2024 after selling out during the quarter.
- Alesco Advisors sold 3,796 Tompkins Financial shares in Q4 2024, an estimated $219K.
- Alesco Advisors first reported a position in Tompkins Financial in Q3 2015 and held it in 34 quarters.
- Alesco Advisors's Tompkins Financial position peaked at $576K in Q3 2015.
- 177 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2024.
Based on Alesco Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.