J.W. Burns & Co’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 | $214K | Buy |
3,413
+21
| +0.6% | +$1.32K | 0.03% | 181 |
|
|
2025
Q1 | $214K | Sell |
3,392
-781
| -19% | -$49.2K | 0.03% | 176 |
|
|
2024
Q4 | $283K | Buy |
4,173
+18
| +0.4% | +$1.22K | 0.04% | 163 |
|
|
2024
Q3 | $240K | Buy |
4,155
+22
| +0.5% | +$1.27K | 0.03% | 174 |
|
|
2024
Q2 | $202K | Sell |
4,133
-1,675
| -29% | -$81.9K | 0.03% | 180 |
|
|
2024
Q1 | $292K | Buy |
5,808
+25
| +0.4% | +$1.26K | 0.04% | 161 |
|
|
2023
Q4 | $348K | Sell |
5,783
-99
| -2% | -$5.96K | 0.05% | 151 |
|
|
2023
Q3 | $288K | Buy |
5,882
+22
| +0.4% | +$1.08K | 0.05% | 157 |
|
|
2023
Q2 | $326K | Buy |
5,860
+23
| +0.4% | +$1.28K | 0.05% | 146 |
|
|
2023
Q1 | $386K | Sell |
5,837
-2,006
| -26% | -$133K | 0.07% | 135 |
|
|
2022
Q4 | $608K | Sell |
7,843
-427
| -5% | -$33.1K | 0.11% | 105 |
|
|
2022
Q3 | $601K | Buy |
8,270
+26
| +0.3% | +$1.89K | 0.12% | 100 |
|
|
2022
Q2 | $594K | Sell |
8,244
-893
| -10% | -$64.3K | 0.11% | 107 |
|
|
2022
Q1 | $715K | Sell |
9,137
-1,444
| -14% | -$113K | 0.11% | 109 |
|
|
2021
Q4 | $884K | Buy |
10,581
+22
| +0.2% | +$1.84K | 0.13% | 100 |
|
|
2021
Q3 | $854K | Sell |
10,559
-1,877
| -15% | -$152K | 0.13% | 102 |
|
|
2021
Q2 | $965K | Buy |
12,436
+21
| +0.2% | +$1.63K | 0.15% | 96 |
|
|
2021
Q1 | $1.03M | Buy |
12,415
+23
| +0.2% | +$1.9K | 0.17% | 90 |
|
|
2020
Q4 | $875K | Buy |
12,392
+28
| +0.2% | +$1.98K | 0.16% | 94 |
|
|
2020
Q3 | $702K | Buy |
12,364
+24
| +0.2% | +$1.36K | 0.14% | 97 |
|
|
2020
Q2 | $799K | Buy |
12,340
+28
| +0.2% | +$1.81K | 0.18% | 89 |
|
|
2020
Q1 | $884K | Buy |
12,312
+18
| +0.1% | +$1.29K | 0.24% | 81 |
|
|
2019
Q4 | $1.13M | Sell |
12,294
-981
| -7% | -$89.8K | 0.24% | 84 |
|
|
2019
Q3 | $1.08M | Buy |
13,275
+21
| +0.2% | +$1.7K | 0.25% | 82 |
|
|
2019
Q2 | $1.08M | Buy |
13,254
+20
| +0.2% | +$1.63K | 0.25% | 85 |
|
|
2019
Q1 | $1.01M | Buy |
13,234
+19
| +0.1% | +$1.45K | 0.25% | 87 |
|
|
2018
Q4 | $991K | Buy |
13,215
+20
| +0.2% | +$1.5K | 0.28% | 85 |
|
|
2018
Q3 | $1.07M | Buy |
13,195
+17
| +0.1% | +$1.38K | 0.25% | 90 |
|
|
2018
Q2 | $1.13M | Sell |
13,178
-428
| -3% | -$36.8K | 0.29% | 86 |
|
|
2018
Q1 | $1.03M | Buy |
13,606
+18
| +0.1% | +$1.36K | 0.26% | 87 |
|
|
2017
Q4 | $1.11M | Buy |
13,588
+17
| +0.1% | +$1.38K | 0.28% | 85 |
|
|
2017
Q3 | $1.17M | Buy |
13,571
+3,017
| +29% | +$260K | 0.31% | 81 |
|
|
2017
Q2 | $831K | Hold |
10,554
| – | – | 0.22% | 97 |
|
|
2017
Q1 | $850K | Sell |
10,554
-2,000
| -16% | -$161K | 0.23% | 90 |
|
|
2016
Q4 | $1.19M | Hold |
12,554
| – | – | 0.35% | 72 |
|
|
2016
Q3 | $959K | Buy |
12,554
+6,745
| +116% | +$515K | 0.3% | 83 |
|
|
2016
Q2 | $378K | Hold |
5,809
| – | – | 0.12% | 123 |
|
|
2016
Q1 | $372K | Sell |
5,809
-600
| -9% | -$38.4K | 0.12% | 122 |
|
|
2015
Q4 | $360K | Buy |
6,409
+1,900
| +42% | +$107K | 0.11% | 122 |
|
|
2015
Q3 | $241K | Hold |
4,509
| – | – | 0.08% | 138 |
|
|
2015
Q2 | $242K | Hold |
4,509
| – | – | 0.08% | 141 |
|
|
2015
Q1 | $243K | Buy |
+4,509
| New | +$243K | 0.08% | 140 |
|