HighTower Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,724
| Closed | -$213K | – | 3450 |
|
|
2023
Q2 | $213K | Sell |
3,724
-77
| -2% | -$4.4K | ﹤0.01% | 2801 |
|
|
2023
Q1 | $252K | Buy |
+3,801
| New | +$252K | ﹤0.01% | 2561 |
|
|
2016
Q1 | – | Sell |
-3,970
| Closed | -$223K | – | 2091 |
|
|
2015
Q4 | $223K | Sell |
3,970
-532
| -12% | -$29.9K | ﹤0.01% | 1698 |
|
|
2015
Q3 | $239K | Buy |
+4,502
| New | +$239K | ﹤0.01% | 1559 |
|