Focus Partners Wealth’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 | $557K | Buy |
+8,876
| New | +$557K | ﹤0.01% | 1385 |
|
|
2025
Q1 | – | Sell |
-8,858
| Closed | -$601K | – | 1987 |
|
|
2024
Q4 | $601K | Buy |
8,858
+11
| +0.1% | +$746 | ﹤0.01% | 1234 |
|
|
2024
Q3 | $511K | Hold |
8,847
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q2 | $433K | Hold |
8,847
| – | – | ﹤0.01% | 979 |
|
|
2024
Q1 | $445K | Sell |
8,847
-21
| -0.2% | -$1.06K | ﹤0.01% | 747 |
|
|
2023
Q4 | $534K | Buy |
+8,868
| New | +$534K | 0.01% | 567 |
|