Charles Schwab’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 | $7.6M | Buy |
121,144
+2,605
| +2% | +$163K | ﹤0.01% | 2144 |
|
|
2025
Q1 | $7.47M | Sell |
118,539
-17,347
| -13% | -$1.09M | ﹤0.01% | 2095 |
|
|
2024
Q4 | $9.22M | Sell |
135,886
-12,540
| -8% | -$851K | ﹤0.01% | 2051 |
|
|
2024
Q3 | $8.58M | Sell |
148,426
-14,447
| -9% | -$835K | ﹤0.01% | 2105 |
|
|
2024
Q2 | $7.96M | Sell |
162,873
-11,795
| -7% | -$577K | ﹤0.01% | 2145 |
|
|
2024
Q1 | $8.78M | Buy |
174,668
+10,980
| +7% | +$552K | ﹤0.01% | 2050 |
|
|
2023
Q4 | $9.86M | Buy |
163,688
+9,442
| +6% | +$569K | ﹤0.01% | 1995 |
|
|
2023
Q3 | $7.56M | Buy |
154,246
+8,205
| +6% | +$402K | ﹤0.01% | 2063 |
|
|
2023
Q2 | $8.13M | Buy |
146,041
+5,135
| +4% | +$286K | ﹤0.01% | 2003 |
|
|
2023
Q1 | $9.33M | Buy |
140,906
+1,799
| +1% | +$119K | ﹤0.01% | 1907 |
|
|
2022
Q4 | $10.8M | Buy |
139,107
+3,470
| +3% | +$269K | ﹤0.01% | 1816 |
|
|
2022
Q3 | $9.85M | Buy |
135,637
+7,146
| +6% | +$519K | ﹤0.01% | 1839 |
|
|
2022
Q2 | $9.27M | Buy |
128,491
+3,179
| +3% | +$229K | ﹤0.01% | 1872 |
|
|
2022
Q1 | $9.81M | Buy |
125,312
+4,311
| +4% | +$337K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $10.1M | Buy |
121,001
+11,290
| +10% | +$944K | ﹤0.01% | 1996 |
|
|
2021
Q3 | $8.88M | Buy |
109,711
+8,708
| +9% | +$705K | ﹤0.01% | 2078 |
|
|
2021
Q2 | $7.83M | Buy |
101,003
+7,882
| +8% | +$611K | ﹤0.01% | 2127 |
|
|
2021
Q1 | $7.7M | Buy |
93,121
+8,172
| +10% | +$676K | ﹤0.01% | 2083 |
|
|
2020
Q4 | $6M | Buy |
84,949
+938
| +1% | +$66.2K | ﹤0.01% | 2128 |
|
|
2020
Q3 | $4.77M | Sell |
84,011
-1,577
| -2% | -$89.6K | ﹤0.01% | 2082 |
|
|
2020
Q2 | $5.54M | Buy |
85,588
+4,619
| +6% | +$299K | ﹤0.01% | 1972 |
|
|
2020
Q1 | $5.81M | Buy |
80,969
+1,422
| +2% | +$102K | ﹤0.01% | 1757 |
|
|
2019
Q4 | $7.28M | Buy |
79,547
+913
| +1% | +$83.5K | ﹤0.01% | 1829 |
|
|
2019
Q3 | $6.38M | Buy |
78,634
+1,674
| +2% | +$136K | ﹤0.01% | 1847 |
|
|
2019
Q2 | $6.28M | Buy |
76,960
+1,712
| +2% | +$140K | ﹤0.01% | 1862 |
|
|
2019
Q1 | $5.73M | Buy |
75,248
+1,885
| +3% | +$143K | ﹤0.01% | 1916 |
|
|
2018
Q4 | $5.5M | Sell |
73,363
-292
| -0.4% | -$21.9K | ﹤0.01% | 1860 |
|
|
2018
Q3 | $5.98M | Buy |
73,655
+2,982
| +4% | +$242K | ﹤0.01% | 1951 |
|
|
2018
Q2 | $6.07M | Buy |
70,673
+2,623
| +4% | +$225K | ﹤0.01% | 1903 |
|
|
2018
Q1 | $5.16M | Buy |
68,050
+1,901
| +3% | +$144K | ﹤0.01% | 1925 |
|
|
2017
Q4 | $5.38M | Buy |
66,149
+77
| +0.1% | +$6.27K | ﹤0.01% | 1887 |
|
|
2017
Q3 | $5.69M | Buy |
66,072
+6,521
| +11% | +$562K | 0.01% | 1810 |
|
|
2017
Q2 | $4.69M | Buy |
59,551
+579
| +1% | +$45.6K | ﹤0.01% | 1853 |
|
|
2017
Q1 | $4.75M | Buy |
58,972
+2,895
| +5% | +$233K | ﹤0.01% | 1788 |
|
|
2016
Q4 | $5.3M | Buy |
56,077
+2,676
| +5% | +$253K | 0.01% | 1706 |
|
|
2016
Q3 | $4.08M | Buy |
53,401
+2,198
| +4% | +$168K | ﹤0.01% | 1778 |
|
|
2016
Q2 | $3.33M | Buy |
51,203
+3,352
| +7% | +$218K | ﹤0.01% | 1812 |
|
|
2016
Q1 | $3.06M | Buy |
47,851
+848
| +2% | +$54.3K | ﹤0.01% | 1817 |
|
|
2015
Q4 | $2.64M | Buy |
47,003
+1,218
| +3% | +$68.4K | ﹤0.01% | 1933 |
|
|
2015
Q3 | $2.44M | Buy |
45,785
+6,649
| +17% | +$355K | ﹤0.01% | 1952 |
|
|
2015
Q2 | $2.1M | Buy |
39,136
+902
| +2% | +$48.5K | ﹤0.01% | 2063 |
|
|
2015
Q1 | $2.06M | Buy |
38,234
+1,276
| +3% | +$68.7K | ﹤0.01% | 2039 |
|
|
2014
Q4 | $2.04M | Buy |
36,958
+671
| +2% | +$37.1K | ﹤0.01% | 1997 |
|
|
2014
Q3 | $1.6M | Buy |
36,287
+3,003
| +9% | +$132K | ﹤0.01% | 2084 |
|
|
2014
Q2 | $1.6M | Sell |
33,284
-176
| -0.5% | -$8.48K | ﹤0.01% | 2092 |
|
|
2014
Q1 | $1.64M | Sell |
33,460
-928
| -3% | -$45.5K | ﹤0.01% | 2050 |
|
|
2013
Q4 | $1.77M | Buy |
34,388
+936
| +3% | +$48.1K | ﹤0.01% | 1995 |
|
|
2013
Q3 | $1.55M | Buy |
33,452
+1,261
| +4% | +$58.5K | ﹤0.01% | 1989 |
|
|
2013
Q2 | $1.46M | Buy |
+32,191
| New | +$1.46M | ﹤0.01% | 1941 |
|