Arete Wealth Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,697
| Closed | -$206K | – | 697 |
|
|
2023
Q2 | $206K | Hold |
3,697
| – | – | 0.02% | 589 |
|
|
2023
Q1 | $245K | Hold |
3,697
| – | – | 0.02% | 531 |
|
|
2022
Q4 | $287M | Hold |
3,697
| – | – | 0.03% | 466 |
|
|
2022
Q3 | $268K | Buy |
3,697
+3,142
| +566% | +$228K | 0.03% | 434 |
|
|
2022
Q2 | $221K | Sell |
555
-3,142
| -85% | -$1.25M | 0.02% | 409 |
|
|
2022
Q1 | $289K | Hold |
3,697
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $317K | Buy |
+3,697
| New | +$317K | 0.03% | 374 |
|
|
2021
Q3 | – | Sell |
-3,697
| Closed | -$291K | – | 445 |
|
|
2021
Q2 | $291K | Hold |
3,697
| – | – | 0.04% | 272 |
|
|
2021
Q1 | $302K | Hold |
3,697
| – | – | 0.04% | 317 |
|
|
2020
Q4 | $258K | Hold |
3,697
| – | – | 0.04% | 333 |
|
|
2020
Q3 | $219K | Hold |
3,697
| – | – | 0.03% | 343 |
|
|
2020
Q2 | $239K | Hold |
3,697
| – | – | 0.04% | 326 |
|
|
2020
Q1 | $259K | Hold |
3,697
| – | – | 0.05% | 265 |
|
|
2019
Q4 | $337K | Hold |
3,697
| – | – | 0.06% | 282 |
|
|
2019
Q3 | $301K | Hold |
3,697
| – | – | 0.06% | 291 |
|
|
2019
Q2 | $302K | Hold |
3,697
| – | – | 0.06% | 298 |
|
|
2019
Q1 | $284K | Hold |
3,697
| – | – | 0.06% | 293 |
|
|
2018
Q4 | $277K | Hold |
3,697
| – | – | 0.07% | 283 |
|
|
2018
Q3 | $300K | Hold |
3,697
| – | – | 0.07% | 269 |
|
|
2018
Q2 | $317K | Buy |
+3,697
| New | +$317K | 0.08% | 260 |
|
|
2018
Q1 | – | Sell |
-8,965
| Closed | -$729K | – | 345 |
|
|
2017
Q4 | $729K | Hold |
8,965
| – | – | 0.24% | 117 |
|
|
2017
Q3 | $772K | Buy |
+8,965
| New | +$772K | 0.31% | 98 |
|