Fidelity Investments’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 | $113K | Buy |
1,802
+106
| +6% | +$6.65K | ﹤0.01% | 3558 |
|
2025
Q1 | $107K | Sell |
1,696
-119
| -7% | -$7.5K | ﹤0.01% | 3524 |
|
2024
Q4 | $123K | Buy |
1,815
+84
| +5% | +$5.7K | ﹤0.01% | 3460 |
|
2024
Q3 | $100K | Buy |
1,731
+216
| +14% | +$12.5K | ﹤0.01% | 3468 |
|
2024
Q2 | $74.1K | Buy |
1,515
+735
| +94% | +$35.9K | ﹤0.01% | 3429 |
|
2024
Q1 | $39.2K | Sell |
780
-788
| -50% | -$39.6K | ﹤0.01% | 3695 |
|
2023
Q4 | $94.4K | Sell |
1,568
-7,964
| -84% | -$480K | ﹤0.01% | 3238 |
|
2023
Q3 | $467K | Buy |
9,532
+546
| +6% | +$26.7K | ﹤0.01% | 2641 |
|
2023
Q2 | $501K | Sell |
8,986
-447
| -5% | -$24.9K | ﹤0.01% | 2660 |
|
2023
Q1 | $625K | Buy |
9,433
+484
| +5% | +$32K | ﹤0.01% | 2621 |
|
2022
Q4 | $694K | Buy |
8,949
+652
| +8% | +$50.6K | ﹤0.01% | 2632 |
|
2022
Q3 | $602K | Buy |
8,297
+157
| +2% | +$11.4K | ﹤0.01% | 2737 |
|
2022
Q2 | $587K | Buy |
8,140
+143
| +2% | +$10.3K | ﹤0.01% | 2793 |
|
2022
Q1 | $626K | Buy |
+7,997
| New | +$626K | ﹤0.01% | 2919 |
|
2020
Q3 | – | Sell |
-4
| Closed | – | – | 3992 |
|
2020
Q2 | $0 | Sell |
4
-121
| -97% | – | ﹤0.01% | 4158 |
|
2020
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 3133 |
|
2019
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 3255 |
|
2019
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 3244 |
|
2019
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 3245 |
|
2019
Q1 | $10K | Sell |
125
-54
| -30% | -$4.32K | ﹤0.01% | 3122 |
|
2018
Q4 | $13K | Hold |
179
| – | – | ﹤0.01% | 2985 |
|
2018
Q3 | $15K | Buy |
+179
| New | +$15K | ﹤0.01% | 3055 |
|
2018
Q2 | – | Sell |
-329,511
| Closed | -$25M | – | 2708 |
|
2018
Q1 | $25M | Sell |
329,511
-258,643
| -44% | -$19.6M | ﹤0.01% | 1626 |
|
2017
Q4 | $47.8M | Sell |
588,154
-92,119
| -14% | -$7.49M | 0.01% | 1319 |
|
2017
Q3 | $58.6M | Sell |
680,273
-63,699
| -9% | -$5.49M | 0.01% | 1233 |
|
2017
Q2 | $58.6M | Sell |
743,972
-86,381
| -10% | -$6.8M | 0.01% | 1226 |
|
2017
Q1 | $66.9M | Sell |
830,353
-51,816
| -6% | -$4.17M | 0.01% | 1165 |
|
2016
Q4 | $83.4M | Buy |
882,169
+79,984
| +10% | +$7.56M | 0.01% | 1082 |
|
2016
Q3 | $61.3M | Buy |
802,185
+194,686
| +32% | +$14.9M | 0.01% | 1212 |
|
2016
Q2 | $39.5M | Buy |
607,499
+269,750
| +80% | +$17.5M | 0.01% | 1369 |
|
2016
Q1 | $21.6M | Buy |
+337,749
| New | +$21.6M | ﹤0.01% | 1625 |
|