Dimensional Fund Advisors’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 | $37.6M | Buy |
600,158
+8,647
| +1% | +$542K | 0.01% | 1648 |
|
|
2025
Q1 | $37.3M | Sell |
591,511
-6,091
| -1% | -$384K | 0.01% | 1621 |
|
|
2024
Q4 | $40.5M | Sell |
597,602
-1,175
| -0.2% | -$79.7K | 0.01% | 1637 |
|
|
2024
Q3 | $34.6M | Buy |
598,777
+27,356
| +5% | +$1.58M | 0.01% | 1720 |
|
|
2024
Q2 | $27.9M | Buy |
571,421
+34,752
| +6% | +$1.7M | 0.01% | 1789 |
|
|
2024
Q1 | $27M | Buy |
536,669
+5,743
| +1% | +$289K | 0.01% | 1837 |
|
|
2023
Q4 | $32M | Buy |
530,926
+22,252
| +4% | +$1.34M | 0.01% | 1730 |
|
|
2023
Q3 | $24.9M | Buy |
508,674
+18,891
| +4% | +$925K | 0.01% | 1803 |
|
|
2023
Q2 | $27.3M | Buy |
489,783
+9,221
| +2% | +$514K | 0.01% | 1761 |
|
|
2023
Q1 | $31.8M | Buy |
480,562
+14,449
| +3% | +$957K | 0.01% | 1654 |
|
|
2022
Q4 | $36.2K | Buy |
466,113
+886
| +0.2% | +$69 | 0.01% | 1526 |
|
|
2022
Q3 | $33.8M | Sell |
465,227
-868
| -0.2% | -$63K | 0.01% | 1510 |
|
|
2022
Q2 | $33.6M | Buy |
466,095
+9,444
| +2% | +$681K | 0.01% | 1572 |
|
|
2022
Q1 | $35.7M | Buy |
456,651
+2,395
| +0.5% | +$187K | 0.01% | 1639 |
|
|
2021
Q4 | $38M | Sell |
454,256
-8,885
| -2% | -$743K | 0.01% | 1607 |
|
|
2021
Q3 | $37.5M | Sell |
463,141
-20,196
| -4% | -$1.63M | 0.01% | 1623 |
|
|
2021
Q2 | $37.5M | Sell |
483,337
-3,100
| -0.6% | -$240K | 0.01% | 1668 |
|
|
2021
Q1 | $40.2M | Sell |
486,437
-19,482
| -4% | -$1.61M | 0.01% | 1603 |
|
|
2020
Q4 | $35.7M | Sell |
505,919
-13,540
| -3% | -$956K | 0.01% | 1636 |
|
|
2020
Q3 | $29.5M | Buy |
519,459
+917
| +0.2% | +$52.1K | 0.01% | 1617 |
|
|
2020
Q2 | $33.6M | Sell |
518,542
-3,613
| -0.7% | -$234K | 0.01% | 1539 |
|
|
2020
Q1 | $37.5M | Sell |
522,155
-11,097
| -2% | -$797K | 0.02% | 1290 |
|
|
2019
Q4 | $48.8M | Sell |
533,252
-25,750
| -5% | -$2.36M | 0.02% | 1467 |
|
|
2019
Q3 | $45.4M | Sell |
559,002
-2,200
| -0.4% | -$178K | 0.02% | 1485 |
|
|
2019
Q2 | $45.8M | Sell |
561,202
-1,335
| -0.2% | -$109K | 0.02% | 1512 |
|
|
2019
Q1 | $42.8M | Sell |
562,537
-31
| -0% | -$2.36K | 0.02% | 1556 |
|
|
2018
Q4 | $42.2M | Buy |
562,568
+6,355
| +1% | +$477K | 0.02% | 1437 |
|
|
2018
Q3 | $45.2M | Buy |
556,213
+1,142
| +0.2% | +$92.7K | 0.02% | 1574 |
|
|
2018
Q2 | $47.7M | Buy |
555,071
+24,661
| +5% | +$2.12M | 0.02% | 1483 |
|
|
2018
Q1 | $40.2M | Buy |
530,410
+6,380
| +1% | +$483K | 0.02% | 1564 |
|
|
2017
Q4 | $42.6M | Buy |
524,030
+4,799
| +0.9% | +$390K | 0.02% | 1523 |
|
|
2017
Q3 | $44.7M | Buy |
519,231
+6,017
| +1% | +$518K | 0.02% | 1423 |
|
|
2017
Q2 | $40.4M | Sell |
513,214
-1,182
| -0.2% | -$93K | 0.02% | 1476 |
|
|
2017
Q1 | $41.4M | Buy |
514,396
+3,553
| +0.7% | +$286K | 0.02% | 1383 |
|
|
2016
Q4 | $48.3M | Buy |
510,843
+4,589
| +0.9% | +$434K | 0.02% | 1168 |
|
|
2016
Q3 | $38.7M | Buy |
506,254
+1,908
| +0.4% | +$146K | 0.02% | 1319 |
|
|
2016
Q2 | $32.8M | Buy |
504,346
+32,893
| +7% | +$2.14M | 0.02% | 1419 |
|
|
2016
Q1 | $30.2M | Buy |
471,453
+19,803
| +4% | +$1.27M | 0.02% | 1463 |
|
|
2015
Q4 | $25.4M | Buy |
451,650
+13,746
| +3% | +$772K | 0.02% | 1574 |
|
|
2015
Q3 | $23.4M | Buy |
437,904
+8,815
| +2% | +$470K | 0.02% | 1580 |
|
|
2015
Q2 | $23.1M | Buy |
429,089
+12,788
| +3% | +$687K | 0.01% | 1702 |
|
|
2015
Q1 | $22.4M | Buy |
416,301
+13,347
| +3% | +$719K | 0.01% | 1684 |
|
|
2014
Q4 | $22.3M | Buy |
402,954
+19,355
| +5% | +$1.07M | 0.01% | 1642 |
|
|
2014
Q3 | $16.9M | Buy |
383,599
+14,289
| +4% | +$630K | 0.01% | 1805 |
|
|
2014
Q2 | $17.8M | Buy |
369,310
+17,586
| +5% | +$847K | 0.01% | 1761 |
|
|
2014
Q1 | $17.2M | Sell |
351,724
-3,851
| -1% | -$189K | 0.01% | 1719 |
|
|
2013
Q4 | $18.3M | Buy |
355,575
+12,445
| +4% | +$640K | 0.01% | 1648 |
|
|
2013
Q3 | $15.9M | Buy |
343,130
+7,288
| +2% | +$337K | 0.01% | 1688 |
|
|
2013
Q2 | $15.2M | Buy |
+335,842
| New | +$15.2M | 0.01% | 1607 |
|