Allworth Financial’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
2,580
+2,502
| +3,208% | +$157K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $4.65K | Buy |
78
+2
| +3% | +$119 | ﹤0.01% | 2791 |
|
|
2024
Q4 | $5K | Buy |
76
+6
| +9% | +$395 | ﹤0.01% | 2759 |
|
|
2024
Q3 | $4.05K | Hold |
70
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q2 | $4.05K | Sell |
70
-286
| -80% | -$16.5K | ﹤0.01% | 2607 |
|
|
2024
Q1 | $17.9K | Sell |
356
-72
| -17% | -$3.62K | ﹤0.01% | 1834 |
|
|
2023
Q4 | $25.8K | Buy |
428
+89
| +26% | +$5.36K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $16.6K | Buy |
339
+269
| +384% | +$13.2K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $3.9K | Hold |
70
| – | – | ﹤0.01% | 2214 |
|
|
2023
Q1 | $4.64K | Hold |
70
| – | – | ﹤0.01% | 2065 |
|
|
2022
Q4 | $5.43K | Hold |
70
| – | – | ﹤0.01% | 1866 |
|
|
2022
Q3 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1901 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$2K | – | 2812 |
|
|
2022
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1833 |
|