CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Tompkins Financial TMP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TMP Stock Details TMP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$638K Buy
2022
Q3 		– Sell
2022
Q2 		$30K Sell
2022
Q1 		$42K Buy
2021
Q4 		$15K Sell
2021
Q3 		$15K Sell
2021
Q2 		$22K Buy
2021
Q1 		$6K Buy