Creative Planning’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 | $824K | Buy |
13,143
+1,271
| +11% | +$79.7K | ﹤0.01% | 2013 |
|
|
2025
Q1 | $748K | Buy |
11,872
+4,703
| +66% | +$296K | ﹤0.01% | 1951 |
|
|
2024
Q4 | $486K | Buy |
+7,169
| New | +$486K | ﹤0.01% | 2247 |
|
|
2024
Q1 | – | Sell |
-7,121
| Closed | -$429K | – | 2930 |
|
|
2023
Q4 | $429K | Buy |
+7,121
| New | +$429K | ﹤0.01% | 1806 |
|
|
2016
Q1 | – | Sell |
-211
| Closed | -$12K | – | 4369 |
|
|
2015
Q4 | $12K | Buy |
211
+161
| +322% | +$9.16K | ﹤0.01% | 3148 |
|
|
2015
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 3782 |
|
|
2014
Q4 | – | Sell |
-11
| Closed | – | – | 4174 |
|
|
2014
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3990 |
|