Creative Planning’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.29M | Buy |
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|
2025
Q3 | $832K | Sell |
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|
2025
Q2 | $824K | Buy |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | $3K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Buy |
|