Cobblestone Capital Advisors’s Tompkins Financial TMP Stock Holding History

Cobblestone Capital Advisors’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Hold	5,770	–	–	0.02%	227
2025 Q1	$363K	Hold	5,770	–	–	0.02%	225
2024 Q4	$391K	Sell	5,770 -2,027	-26%	-$137K	0.02%	208
2024 Q3	$451K	Hold	7,797	–	–	0.03%	200
2024 Q2	$381K	Hold	7,797	–	–	0.02%	204
2024 Q1	$392K	Hold	7,797	–	–	0.02%	199
2023 Q4	$470K	Hold	7,797	–	–	0.03%	179
2023 Q3	$382K	Hold	7,797	–	–	0.03%	181
2023 Q2	$434K	Hold	7,797	–	–	0.03%	180
2023 Q1	$516K	Hold	7,797	–	–	0.04%	163
2022 Q4	$605K	Hold	7,797	–	–	0.05%	151
2022 Q3	$566K	Hold	7,797	–	–	0.05%	142
2022 Q2	$562K	Hold	7,797	–	–	0.04%	147
2022 Q1	$610K	Hold	7,797	–	–	0.04%	157
2021 Q4	$652K	Hold	7,797	–	–	0.04%	150
2021 Q3	$631K	Hold	7,797	–	–	0.04%	142
2021 Q2	$605K	Hold	7,797	–	–	0.04%	152
2021 Q1	$645K	Hold	7,797	–	–	0.05%	147
2020 Q4	$550K	Hold	7,797	–	–	0.04%	152
2020 Q3	$443K	Sell	7,797 -535	-6%	-$30.4K	0.04%	161
2020 Q2	$540K	Hold	8,332	–	–	0.05%	146
2020 Q1	$598K	Hold	8,332	–	–	0.06%	136
2019 Q4	$762K	Buy	8,332 +3,000	+56%	+$274K	0.07%	125
2019 Q3	$433K	Buy	5,332 +292	+6%	+$23.7K	0.04%	164
2019 Q2	$411K	Sell	5,040 -65	-1%	-$5.3K	0.04%	173
2019 Q1	$388K	Hold	5,105	–	–	0.04%	171
2018 Q4	$383K	Hold	5,105	–	–	0.04%	170
2018 Q3	$414K	Sell	5,105 -250	-5%	-$20.3K	0.04%	171
2018 Q2	$460K	Hold	5,355	–	–	0.05%	156
2018 Q1	$406K	Buy	5,355 +250	+5%	+$19K	0.04%	170
2017 Q4	$415K	Sell	5,105 -2,332	-31%	-$190K	0.04%	174
2017 Q3	$641K	Hold	7,437	–	–	0.08%	114
2017 Q2	$585K	Hold	7,437	–	–	0.08%	113
2017 Q1	$599K	Hold	7,437	–	–	0.08%	115
2016 Q4	$703K	Hold	7,437	–	–	0.1%	101
2016 Q3	$568K	Hold	7,437	–	–	0.08%	111
2016 Q2	$483K	Hold	7,437	–	–	0.07%	125
2016 Q1	$476K	Hold	7,437	–	–	0.07%	125
2015 Q4	$418K	Hold	7,437	–	–	0.06%	141
2015 Q3	$397K	Buy	7,437 +1,962	+36%	+$105K	0.06%	131
2015 Q2	$294K	Hold	5,475	–	–	0.04%	145
2015 Q1	$295K	Sell	5,475 -550	-9%	-$29.6K	0.05%	145
2014 Q4	$333K	Hold	6,025	–	–	0.06%	137
2014 Q3	$266K	Hold	6,025	–	–	0.05%	142
2014 Q2	$290K	Hold	6,025	–	–	0.05%	134
2014 Q1	$295K	Buy	+6,025	New	+$295K	0.06%	132