Chicago Partners Investment Group’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 | $730K | Buy |
11,222
+56
| +0.5% | +$3.65K | 0.02% | 473 |
|
|
2025
Q1 | $686K | Buy |
11,166
+60
| +0.5% | +$3.69K | 0.02% | 435 |
|
|
2024
Q4 | $734K | Buy |
11,106
+90
| +0.8% | +$5.95K | 0.02% | 414 |
|
|
2024
Q3 | $683K | Buy |
11,016
+317
| +3% | +$19.7K | 0.02% | 411 |
|
|
2024
Q2 | $684K | Buy |
10,699
+136
| +1% | +$8.7K | 0.03% | 396 |
|
|
2024
Q1 | $493K | Buy |
10,563
+129
| +1% | +$6.02K | 0.02% | 454 |
|
|
2023
Q4 | $579K | Buy |
10,434
+122
| +1% | +$6.77K | 0.03% | 396 |
|
|
2023
Q3 | $502K | Buy |
10,312
+108
| +1% | +$5.26K | 0.03% | 403 |
|
|
2023
Q2 | $604K | Buy |
+10,204
| New | +$604K | 0.03% | 374 |
|