Bank of Montreal’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,675
| Closed | -$1.11M | – | 3806 |
|
|
2024
Q2 | $1.11M | Buy |
+22,675
| New | +$1.11M | ﹤0.01% | 1749 |
|
|
2024
Q1 | – | Sell |
-4,797
| Closed | -$305K | – | 3805 |
|
|
2023
Q4 | $305K | Buy |
+4,797
| New | +$305K | ﹤0.01% | 2455 |
|
|
2022
Q2 | – | Sell |
-3,283
| Closed | -$265K | – | 3840 |
|
|
2022
Q1 | $265K | Buy |
3,283
+83
| +3% | +$6.7K | ﹤0.01% | 2805 |
|
|
2021
Q4 | $266K | Sell |
3,200
-750
| -19% | -$62.3K | ﹤0.01% | 2735 |
|
|
2021
Q3 | $323K | Sell |
3,950
-72
| -2% | -$5.89K | ﹤0.01% | 2909 |
|
|
2021
Q2 | $322K | Buy |
4,022
+873
| +28% | +$69.9K | ﹤0.01% | 2904 |
|
|
2021
Q1 | $254K | Sell |
3,149
-644
| -17% | -$51.9K | ﹤0.01% | 2646 |
|
|
2020
Q4 | $290K | Buy |
3,793
+2,465
| +186% | +$188K | ﹤0.01% | 2584 |
|
|
2020
Q3 | $78K | Sell |
1,328
-195
| -13% | -$11.5K | ﹤0.01% | 2835 |
|
|
2020
Q2 | $87K | Buy |
1,523
+1,054
| +225% | +$60.2K | ﹤0.01% | 2807 |
|
|
2020
Q1 | $33K | Sell |
469
-1,587
| -77% | -$112K | ﹤0.01% | 2774 |
|
|
2019
Q4 | $188K | Buy |
2,056
+232
| +13% | +$21.2K | ﹤0.01% | 2709 |
|
|
2019
Q3 | $148K | Buy |
1,824
+39
| +2% | +$3.16K | ﹤0.01% | 2629 |
|
|
2019
Q2 | $146K | Buy |
1,785
+1,308
| +274% | +$107K | ﹤0.01% | 2672 |
|
|
2019
Q1 | $37K | Sell |
477
-176
| -27% | -$13.7K | ﹤0.01% | 3066 |
|
|
2018
Q4 | $49K | Buy |
653
+107
| +20% | +$8.03K | ﹤0.01% | 2946 |
|
|
2018
Q3 | $44K | Sell |
546
-3
| -0.5% | -$242 | ﹤0.01% | 3136 |
|
|
2018
Q2 | $47K | Buy |
549
+105
| +24% | +$8.99K | ﹤0.01% | 3108 |
|
|
2018
Q1 | $33K | Sell |
444
-10
| -2% | -$743 | ﹤0.01% | 3124 |
|
|
2017
Q4 | $37K | Buy |
454
+10
| +2% | +$815 | ﹤0.01% | 3068 |
|
|
2017
Q3 | $38K | Hold |
444
| – | – | ﹤0.01% | 3058 |
|
|
2017
Q2 | $35K | Sell |
444
-7
| -2% | -$552 | ﹤0.01% | 3047 |
|
|
2017
Q1 | $37K | Buy |
451
+91
| +25% | +$7.47K | ﹤0.01% | 2924 |
|
|
2016
Q4 | $31K | Buy |
360
+24
| +7% | +$2.07K | ﹤0.01% | 2971 |
|
|
2016
Q3 | $26K | Hold |
336
| – | – | ﹤0.01% | 3001 |
|
|
2016
Q2 | $22K | Sell |
336
-184
| -35% | -$12K | ﹤0.01% | 3089 |
|
|
2016
Q1 | $33K | Buy |
520
+156
| +43% | +$9.9K | ﹤0.01% | 2971 |
|
|
2015
Q4 | $20K | Buy |
364
+46
| +14% | +$2.53K | ﹤0.01% | 3175 |
|
|
2015
Q3 | $17K | Buy |
318
+6
| +2% | +$321 | ﹤0.01% | 3072 |
|
|
2015
Q2 | $17K | Sell |
312
-456
| -59% | -$24.8K | ﹤0.01% | 3130 |
|
|
2015
Q1 | $41K | Buy |
768
+128
| +20% | +$6.83K | ﹤0.01% | 2791 |
|
|
2014
Q4 | $35K | Buy |
640
+94
| +17% | +$5.14K | ﹤0.01% | 2797 |
|
|
2014
Q3 | $24K | Sell |
546
-23
| -4% | -$1.01K | ﹤0.01% | 2964 |
|
|
2014
Q2 | $27K | Buy |
569
+289
| +103% | +$13.7K | ﹤0.01% | 3054 |
|
|
2014
Q1 | $13K | Buy |
280
+130
| +87% | +$6.04K | ﹤0.01% | 3087 |
|
|
2013
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 3105 |
|
|
2013
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 3076 |
|
|
2013
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 2979 |
|