Allworth Financial’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Buy |
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|
2025
Q2 | $162K | Buy |
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|
2025
Q1 | $4.65K | Buy |
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|
2024
Q4 | $5K | Buy |
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|
2024
Q3 | $4.05K | Hold |
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|
2024
Q2 | $4.05K | Sell |
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|
2024
Q1 | $17.9K | Sell |
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|
2023
Q4 | $25.8K | Buy |
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|
2023
Q3 | $16.6K | Buy |
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|
2023
Q2 | $3.9K | Hold |
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|
2023
Q1 | $4.63K | Hold |
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|
2022
Q4 | $5.43K | Hold |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Buy |
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