J.W. Burns & Co’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Buy |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $965K | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $875K | Buy |
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|
2020
Q3 | $702K | Buy |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $884K | Buy |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $991K | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $1.17M | Buy |
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|
2017
Q2 | $831K | Hold |
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|
2017
Q1 | $850K | Sell |
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|
2016
Q4 | $1.19M | Hold |
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|
2016
Q3 | $959K | Buy |
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|
2016
Q2 | $378K | Hold |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | $241K | Hold |
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|
2015
Q2 | $242K | Hold |
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|
2015
Q1 | $243K | Buy |
|