CPIA
Cornell Pochily Investment Advisors’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Buy |
124,374
+2,238
| +2% | +$140K | 2.55% | 7 |
|
|
2025
Q1 | $7.69M | Sell |
122,136
-565
| -0.5% | -$35.6K | 2.7% | 6 |
|
|
2024
Q4 | $8.32M | Buy |
122,701
+15,500
| +14% | +$1.05M | 2.91% | 5 |
|
|
2024
Q3 | $6.2M | Sell |
107,201
-1,530
| -1% | -$88.4K | 2.15% | 7 |
|
|
2024
Q2 | $5.32M | Sell |
108,731
-3,855
| -3% | -$189K | 2.02% | 9 |
|
|
2024
Q1 | $5.66M | Sell |
112,586
-570
| -0.5% | -$28.7K | 2.25% | 7 |
|
|
2023
Q4 | $6.82M | Sell |
113,156
-9,328
| -8% | -$562K | 2.82% | 5 |
|
|
2023
Q3 | $6M | Sell |
122,484
-450
| -0.4% | -$22K | 2.61% | 7 |
|
|
2023
Q2 | $6.85M | Buy |
122,934
+11,187
| +10% | +$623K | 2.82% | 4 |
|
|
2023
Q1 | $7.4M | Buy |
111,747
+1,781
| +2% | +$118K | 3.17% | 4 |
|
|
2022
Q4 | $8.53M | Buy |
109,966
+5,036
| +5% | +$391K | 3.81% | 2 |
|
|
2022
Q3 | $7.62M | Sell |
104,930
-36
| -0% | -$2.61K | 3.33% | 3 |
|
|
2022
Q2 | $7.57M | Buy |
104,966
+1,500
| +1% | +$108K | 3.38% | 3 |
|
|
2022
Q1 | $8.1M | Sell |
103,466
-533
| -0.5% | -$41.7K | 3.15% | 3 |
|
|
2021
Q4 | $8.69M | Sell |
103,999
-6,244
| -6% | -$522K | 3.38% | 3 |
|
|
2021
Q3 | $8.92M | Buy |
110,243
+6,580
| +6% | +$532K | 3.86% | 3 |
|
|
2021
Q2 | $8.04M | Buy |
103,663
+263
| +0.3% | +$20.4K | 3.53% | 3 |
|
|
2021
Q1 | $8.55M | Sell |
103,400
-1,316
| -1% | -$109K | 4.1% | 3 |
|
|
2020
Q4 | $7.39M | Buy |
104,716
+1,424
| +1% | +$101K | 3.55% | 4 |
|
|
2020
Q3 | $5.87M | Sell |
103,292
-1,441
| -1% | -$81.9K | 3.37% | 4 |
|
|
2020
Q2 | $6.78M | Buy |
104,733
+1,016
| +1% | +$65.8K | 4.21% | 3 |
|
|
2020
Q1 | $7.45M | Sell |
103,717
-1,376
| -1% | -$98.8K | 5.52% | 2 |
|
|
2019
Q4 | $9.62M | Sell |
105,093
-2,682
| -2% | -$245K | 5.74% | 2 |
|
|
2019
Q3 | $8.74M | Sell |
107,775
-61,413
| -36% | -$4.98M | 5.59% | 1 |
|
|
2019
Q2 | $13.8K | Buy |
169,188
+59,592
| +54% | +$4.86K | 3.47% | 2 |
|
|
2019
Q1 | $8.34M | Sell |
109,596
-61,445
| -36% | -$4.67M | 5.69% | 1 |
|
|
2018
Q4 | $12.8M | Buy |
171,041
+66,285
| +63% | +$4.97M | 8.3% | 1 |
|
|
2018
Q3 | $8.51M | Sell |
104,756
-1,339
| -1% | -$109K | 5.76% | 2 |
|
|
2018
Q2 | $9.15M | Sell |
106,095
-700
| -0.7% | -$60.4K | 6.32% | 1 |
|
|
2018
Q1 | $8.09M | Sell |
106,795
-10,466
| -9% | -$793K | 5.73% | 1 |
|
|
2017
Q4 | $9.54M | Buy |
+117,261
| New | +$9.54M | 6.16% | 1 |
|