Carolinas Wealth Consulting’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,199
| Closed | -$353K | – | 1092 |
|
|
2024
Q4 | $353K | Buy |
5,199
+43
| +0.8% | +$2.92K | 0.07% | 137 |
|
|
2024
Q3 | $298K | Buy |
5,156
+55
| +1% | +$3.18K | 0.05% | 151 |
|
|
2024
Q2 | $249K | Buy |
5,101
+65
| +1% | +$3.18K | 0.05% | 159 |
|
|
2024
Q1 | $253K | Buy |
5,036
+62
| +1% | +$3.12K | 0.05% | 148 |
|
|
2023
Q4 | $300K | Buy |
4,974
+58
| +1% | +$3.49K | 0.07% | 127 |
|
|
2023
Q3 | $246K | Buy |
4,916
+51
| +1% | +$2.55K | 0.06% | 129 |
|
|
2023
Q2 | $271K | Buy |
4,865
+58
| +1% | +$3.23K | 0.05% | 149 |
|
|
2023
Q1 | $318K | Buy |
4,807
+37
| +0.8% | +$2.45K | 0.07% | 131 |
|
|
2022
Q4 | $370K | Buy |
4,770
+35
| +0.7% | +$2.72K | 0.08% | 120 |
|
|
2022
Q3 | $344K | Buy |
4,735
+35
| +0.7% | +$2.54K | 0.09% | 112 |
|
|
2022
Q2 | $339K | Buy |
4,700
+36
| +0.8% | +$2.6K | 0.08% | 112 |
|
|
2022
Q1 | $365K | Buy |
4,664
+34
| +0.7% | +$2.66K | 0.08% | 113 |
|
|
2021
Q4 | $387K | Buy |
4,630
+30
| +0.7% | +$2.51K | 0.08% | 109 |
|
|
2021
Q3 | $372K | Buy |
4,600
+31
| +0.7% | +$2.51K | 0.09% | 104 |
|
|
2021
Q2 | $354K | Buy |
+4,569
| New | +$354K | 0.08% | 113 |
|