Kiely Wealth Advisory Group’s Tompkins Financial TMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$276K	Sell	3,873 -50	-1%	-$3.56K	0.18%	50
2024 Q3	$294K	Hold	3,923	–	–	0.19%	45
2024 Q2	$220K	Hold	3,923	–	–	0.12%	41
2024 Q1	$183K	Hold	3,923	–	–	0.1%	45
2023 Q4	$209K	Buy	+3,923	New	+$209K	0.12%	46