Credit Suisse’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $562K | Buy |
11,174
+286
| +3% | +$14.4K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $656K | Sell |
10,888
-5,915
| -35% | -$356K | ﹤0.01% | 2589 |
|
|
2023
Q3 | $823K | Sell |
16,803
-663
| -4% | -$32.5K | ﹤0.01% | 2400 |
|
|
2023
Q2 | $973K | Buy |
17,466
+1,022
| +6% | +$56.9K | ﹤0.01% | 2380 |
|
|
2023
Q1 | $1.09M | Buy |
16,444
+430
| +3% | +$28.5K | ﹤0.01% | 2254 |
|
|
2022
Q4 | $1.24M | Sell |
16,014
-4,316
| -21% | -$335K | ﹤0.01% | 2170 |
|
|
2022
Q3 | $1.48M | Buy |
20,330
+1,322
| +7% | +$96K | ﹤0.01% | 2031 |
|
|
2022
Q2 | $1.37M | Sell |
19,008
-1,274
| -6% | -$91.9K | ﹤0.01% | 2156 |
|
|
2022
Q1 | $1.59M | Sell |
20,282
-261
| -1% | -$20.4K | ﹤0.01% | 2219 |
|
|
2021
Q4 | $1.72M | Buy |
20,543
+6,697
| +48% | +$560K | ﹤0.01% | 2247 |
|
|
2021
Q3 | $1.12M | Sell |
13,846
-1,076
| -7% | -$87K | ﹤0.01% | 2503 |
|
|
2021
Q2 | $1.16M | Sell |
14,922
-1,213
| -8% | -$94.1K | ﹤0.01% | 2537 |
|
|
2021
Q1 | $1.33M | Sell |
16,135
-5,192
| -24% | -$429K | ﹤0.01% | 2396 |
|
|
2020
Q4 | $1.51M | Buy |
21,327
+4,811
| +29% | +$340K | ﹤0.01% | 2307 |
|
|
2020
Q3 | $938K | Buy |
16,516
+1,900
| +13% | +$108K | ﹤0.01% | 2310 |
|
|
2020
Q2 | $947K | Buy |
14,616
+3,550
| +32% | +$230K | ﹤0.01% | 2354 |
|
|
2020
Q1 | $795K | Sell |
11,066
-64
| -0.6% | -$4.6K | ﹤0.01% | 2268 |
|
|
2019
Q4 | $1.02M | Sell |
11,130
-1,574
| -12% | -$144K | ﹤0.01% | 2489 |
|
|
2019
Q3 | $1.03M | Buy |
12,704
+26
| +0.2% | +$2.11K | ﹤0.01% | 2379 |
|
|
2019
Q2 | $1.04M | Buy |
12,678
+46
| +0.4% | +$3.76K | ﹤0.01% | 2337 |
|
|
2019
Q1 | $960K | Buy |
12,632
+219
| +2% | +$16.6K | ﹤0.01% | 2399 |
|
|
2018
Q4 | $931K | Buy |
12,413
+2,385
| +24% | +$179K | ﹤0.01% | 2342 |
|
|
2018
Q3 | $815K | Sell |
10,028
-4,598
| -31% | -$374K | ﹤0.01% | 2556 |
|
|
2018
Q2 | $1.26M | Sell |
14,626
-1,471
| -9% | -$126K | ﹤0.01% | 2429 |
|
|
2018
Q1 | $1.22M | Buy |
16,097
+1,290
| +9% | +$97.8K | ﹤0.01% | 2441 |
|
|
2017
Q4 | $1.21M | Sell |
14,807
-8,018
| -35% | -$653K | ﹤0.01% | 2414 |
|
|
2017
Q3 | $1.97M | Buy |
22,825
+12,256
| +116% | +$1.06M | ﹤0.01% | 2145 |
|
|
2017
Q2 | $832K | Sell |
10,569
-2,776
| -21% | -$219K | ﹤0.01% | 2460 |
|
|
2017
Q1 | $1.08M | Sell |
13,345
-1,490
| -10% | -$120K | ﹤0.01% | 2468 |
|
|
2016
Q4 | $1.4M | Buy |
14,835
+3,831
| +35% | +$362K | ﹤0.01% | 2421 |
|
|
2016
Q3 | $841K | Sell |
11,004
-3,359
| -23% | -$257K | ﹤0.01% | 2771 |
|
|
2016
Q2 | $934K | Buy |
14,363
+9,517
| +196% | +$619K | ﹤0.01% | 2703 |
|
|
2016
Q1 | $310K | Sell |
4,846
-7,314
| -60% | -$468K | ﹤0.01% | 3194 |
|
|
2015
Q4 | $683K | Buy |
12,160
+6,836
| +128% | +$384K | ﹤0.01% | 2921 |
|
|
2015
Q3 | $284K | Sell |
5,324
-1,726
| -24% | -$92.1K | ﹤0.01% | 3541 |
|
|
2015
Q2 | $378K | Buy |
7,050
+912
| +15% | +$48.9K | ﹤0.01% | 3615 |
|
|
2015
Q1 | $330K | Buy |
6,138
+1,233
| +25% | +$66.3K | ﹤0.01% | 3546 |
|
|
2014
Q4 | $271K | Sell |
4,905
-2,076
| -30% | -$115K | ﹤0.01% | 3753 |
|
|
2014
Q3 | $308K | Buy |
6,981
+746
| +12% | +$32.9K | ﹤0.01% | 3537 |
|
|
2014
Q2 | $301K | Sell |
6,235
-8,037
| -56% | -$388K | ﹤0.01% | 3687 |
|
|
2014
Q1 | $698K | Buy |
14,272
+3,738
| +35% | +$183K | ﹤0.01% | 3093 |
|
|
2013
Q4 | $542K | Sell |
10,534
-2,305
| -18% | -$119K | ﹤0.01% | 3309 |
|
|
2013
Q3 | $594K | Buy |
12,839
+4,711
| +58% | +$218K | ﹤0.01% | 2980 |
|
|
2013
Q2 | $367K | Buy |
+8,128
| New | +$367K | ﹤0.01% | 3120 |
|