Colony Group’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $434K | Buy |
8,868
+21
| +0.2% | +$1.03K | 0.01% | 579 |
|
|
2023
Q2 | $493K | Sell |
8,847
-675
| -7% | -$37.6K | 0.01% | 564 |
|
|
2023
Q1 | $630K | Sell |
9,522
-1,050
| -10% | -$69.5K | 0.01% | 526 |
|
|
2022
Q4 | $820K | Hold |
10,572
| – | – | 0.01% | 524 |
|
|
2022
Q3 | $768K | Hold |
10,572
| – | – | 0.01% | 490 |
|
|
2022
Q2 | $762K | Hold |
10,572
| – | – | 0.01% | 518 |
|
|
2022
Q1 | $827K | Sell |
10,572
-1,250
| -11% | -$97.8K | 0.01% | 521 |
|
|
2021
Q4 | $988K | Sell |
11,822
-40,812
| -78% | -$3.41M | 0.02% | 453 |
|
|
2021
Q3 | $4.26M | Sell |
52,634
-1,875
| -3% | -$152K | 0.08% | 201 |
|
|
2021
Q2 | $4.23M | Buy |
54,509
+5,911
| +12% | +$458K | 0.08% | 195 |
|
|
2021
Q1 | $4.02M | Sell |
48,598
-13,582
| -22% | -$1.12M | 0.08% | 201 |
|
|
2020
Q4 | $4.39M | Sell |
62,180
-19,494
| -24% | -$1.38M | 0.1% | 174 |
|
|
2020
Q3 | $4.64M | Sell |
81,674
-5,920
| -7% | -$336K | 0.12% | 161 |
|
|
2020
Q2 | $5.67M | Hold |
87,594
| – | – | 0.16% | 125 |
|
|
2020
Q1 | $6.29M | Sell |
87,594
-23,014
| -21% | -$1.65M | 0.2% | 118 |
|
|
2019
Q4 | $10.1M | Buy |
+110,608
| New | +$10.1M | 0.26% | 105 |
|