EverSource Wealth Advisors’s Tompkins Financial TMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.7K	Buy	618 +52	+9%	+$4.04K	﹤0.01%	1908
2025 Q4	$41K	Buy	566 +15	+3%	+$1.03K	﹤0.01%	1887
2025 Q3	$36.5K	Buy	551 +269	+95%	+$18K	﹤0.01%	1930
2025 Q2	$17.7K	Buy	282 +256	+985%	+$15.6K	﹤0.01%	2391
2025 Q1	$1.64K	Buy	+26	New	+$1.74K	﹤0.01%	3014
2024 Q2	–	Sell	-62	Closed	-$2.73K	–	3147
2024 Q1	$2.73K	Buy	62 +29	+88%	+$1.47K	﹤0.01%	2285
2023 Q4	$1.99K	Buy	+33	New	+$1.79K	﹤0.01%	2168
2023 Q2	–	Sell	-23	Closed	-$1.52K	–	2617
2023 Q1	$1.52K	Sell	23 -17	-43%	-$1.25K	﹤0.01%	2021
2022 Q4	$3.11K	Sell	40 -3	-7%	-$239	﹤0.01%	1775
2022 Q3	$3K	Sell	43 -1	-2%	-$75	﹤0.01%	1586
2022 Q2	$3K	Sell	44 -5	-10%	-$370	﹤0.01%	1437
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	1364
2021 Q4	$4K	Buy	+49	New	+$4.02K	﹤0.01%	1361