Bank of Montreal’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,675
| Closed | -$1.11M | – | 4238 |
|
|
2024
Q2 | $1.11M | Buy |
+22,675
| New | +$1.04M | ﹤0.01% | 1969 |
|
|
2024
Q1 | – | Sell |
-4,797
| Closed | -$305K | – | 4318 |
|
|
2023
Q4 | $305K | Buy |
+4,797
| New | +$261K | ﹤0.01% | 2851 |
|
|
2022
Q2 | – | Sell |
-3,283
| Closed | -$265K | – | 4455 |
|
|
2022
Q1 | $265K | Buy |
3,283
+83
| +3% | +$6.69K | ﹤0.01% | 3264 |
|
|
2021
Q4 | $266K | Sell |
3,200
-750
| -19% | -$61.5K | ﹤0.01% | 2800 |
|
|
2021
Q3 | $323K | Sell |
3,950
-72
| -2% | -$5.59K | ﹤0.01% | 3094 |
|
|
2021
Q2 | $322K | Buy |
4,022
+873
| +28% | +$70.3K | ﹤0.01% | 3034 |
|
|
2021
Q1 | $254K | Sell |
3,149
-644
| -17% | -$50.7K | ﹤0.01% | 3009 |
|
|
2020
Q4 | $290K | Buy |
3,793
+2,465
| +186% | +$156K | ﹤0.01% | 3017 |
|
|
2020
Q3 | $78K | Sell |
1,328
-195
| -13% | -$12.4K | ﹤0.01% | 3225 |
|
|
2020
Q2 | $87K | Buy |
1,523
+1,054
| +225% | +$68.8K | ﹤0.01% | 3166 |
|
|
2020
Q1 | $33K | Sell |
469
-1,587
| -77% | -$132K | ﹤0.01% | 3073 |
|
|
2019
Q4 | $188K | Buy |
2,056
+232
| +13% | +$20.1K | ﹤0.01% | 3194 |
|
|
2019
Q3 | $148K | Buy |
1,824
+39
| +2% | +$3.12K | ﹤0.01% | 3089 |
|
|
2019
Q2 | $146K | Buy |
1,785
+1,308
| +274% | +$104K | ﹤0.01% | 3104 |
|
|
2019
Q1 | $37K | Sell |
477
-176
| -27% | -$13.7K | ﹤0.01% | 3462 |
|
|
2018
Q4 | $49K | Buy |
653
+107
| +20% | +$8.19K | ﹤0.01% | 3279 |
|
|
2018
Q3 | $44K | Sell |
546
-3
| -0.5% | -$259 | ﹤0.01% | 3447 |
|
|
2018
Q2 | $47K | Buy |
549
+105
| +24% | +$8.62K | ﹤0.01% | 3430 |
|
|
2018
Q1 | $33K | Sell |
444
-10
| -2% | -$804 | ﹤0.01% | 3397 |
|
|
2017
Q4 | $37K | Buy |
454
+10
| +2% | +$849 | ﹤0.01% | 3377 |
|
|
2017
Q3 | $38K | Hold |
444
| – | – | ﹤0.01% | 3334 |
|
|
2017
Q2 | $35K | Sell |
444
-7
| -2% | -$564 | ﹤0.01% | 3347 |
|
|
2017
Q1 | $37K | Buy |
451
+91
| +25% | +$8K | ﹤0.01% | 3182 |
|
|
2016
Q4 | $31K | Buy |
360
+24
| +7% | +$2.01K | ﹤0.01% | 3271 |
|
|
2016
Q3 | $26K | Hold |
336
| – | – | ﹤0.01% | 3261 |
|
|
2016
Q2 | $22K | Sell |
336
-184
| -35% | -$12.1K | ﹤0.01% | 3354 |
|
|
2016
Q1 | $33K | Buy |
520
+156
| +43% | +$8.89K | ﹤0.01% | 3204 |
|
|
2015
Q4 | $20K | Buy |
364
+46
| +14% | +$2.65K | ﹤0.01% | 3402 |
|
|
2015
Q3 | $17K | Buy |
318
+6
| +2% | +$320 | ﹤0.01% | 3308 |
|
|
2015
Q2 | $17K | Sell |
312
-456
| -59% | -$24.1K | ﹤0.01% | 3349 |
|
|
2015
Q1 | $41K | Buy |
768
+128
| +20% | +$6.73K | ﹤0.01% | 3003 |
|
|
2014
Q4 | $35K | Buy |
640
+94
| +17% | +$4.64K | ﹤0.01% | 3169 |
|
|
2014
Q3 | $24K | Sell |
546
-23
| -4% | -$1.05K | ﹤0.01% | 3408 |
|
|
2014
Q2 | $27K | Buy |
569
+289
| +103% | +$13.7K | ﹤0.01% | 3464 |
|
|
2014
Q1 | $13K | Buy |
280
+130
| +87% | +$6.29K | ﹤0.01% | 3610 |
|
|
2013
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 3469 |
|
|
2013
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 3509 |
|
|
2013
Q2 | $7K | Buy |
+150
| New | +$6.26K | ﹤0.01% | 3387 |
|
Other funds holding TMP
TF
Bank of Montreal's TMP Position: Q3 2024 in Review
Bank of Montreal sold out of Tompkins Financial (TMP) in Q3 2024, closing a stake of 22,675 shares — an estimated $1.11M sold.
Bank of Montreal first reported a position in TMP in Q2 2013 and held it in 38 quarters. The position peaked at $1.11M in Q2 2024. 158 funds tracked by Wall St. Rank hold TMP as of Q3 2024.
- Bank of Montreal reported no remaining Tompkins Financial position as of Q3 2024 after selling out during the quarter.
- Bank of Montreal sold 22,675 Tompkins Financial shares in Q3 2024, an estimated $1.11M.
- Bank of Montreal first reported a position in Tompkins Financial in Q2 2013 and held it in 38 quarters.
- Bank of Montreal's Tompkins Financial position peaked at $1.11M in Q2 2024.
- 158 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2024.
Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.