EverSource Wealth Advisors’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Buy |
282
+256
| +985% | +$16.1K | ﹤0.01% | 2383 |
|
|
2025
Q1 | $1.64K | Buy |
+26
| New | +$1.64K | ﹤0.01% | 3012 |
|
|
2024
Q2 | – | Sell |
-62
| Closed | -$2.73K | – | 3147 |
|
|
2024
Q1 | $2.73K | Buy |
62
+29
| +88% | +$1.28K | ﹤0.01% | 2285 |
|
|
2023
Q4 | $1.99K | Buy |
+33
| New | +$1.99K | ﹤0.01% | 2168 |
|
|
2023
Q2 | – | Sell |
-23
| Closed | -$1.52K | – | 2616 |
|
|
2023
Q1 | $1.52K | Sell |
23
-17
| -43% | -$1.13K | ﹤0.01% | 2020 |
|
|
2022
Q4 | $3.11K | Sell |
40
-3
| -7% | -$233 | ﹤0.01% | 1775 |
|
|
2022
Q3 | $3K | Sell |
43
-1
| -2% | -$70 | ﹤0.01% | 1586 |
|
|
2022
Q2 | $3K | Sell |
44
-5
| -10% | -$341 | ﹤0.01% | 1437 |
|
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1361 |
|