Atria Investments’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 | $462K | Buy |
7,360
+1,360
| +23% | +$85.3K | 0.01% | 1464 |
|
|
2025
Q1 | $378K | Sell |
6,000
-2,145
| -26% | -$135K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $552K | Buy |
8,145
+1,202
| +17% | +$81.5K | 0.01% | 1276 |
|
|
2024
Q3 | $401K | Buy |
6,943
+1,713
| +33% | +$99K | 0.01% | 1444 |
|
|
2024
Q2 | $256K | Buy |
+5,230
| New | +$256K | ﹤0.01% | 1682 |
|