LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Tompkins Financial TMP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TMP Stock Details TMP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-250	Closed	-$13.9K	–	655
2023 Q2	$13.9K	Hold	250	–	–	﹤0.01%	525
2023 Q1	$16.6K	Hold	250	–	–	﹤0.01%	484
2022 Q4	$19.4K	Hold	250	–	–	﹤0.01%	467
2022 Q3	$18K	Hold	250	–	–	﹤0.01%	491
2022 Q2	$18K	Hold	250	–	–	﹤0.01%	515
2022 Q1	$20K	Hold	250	–	–	﹤0.01%	518
2021 Q4	$21K	Hold	250	–	–	﹤0.01%	534
2021 Q3	$20K	Hold	250	–	–	﹤0.01%	526
2021 Q2	$19K	Buy	+250	New	+$19K	﹤0.01%	548
2021 Q1	–	Sell	-250	Closed	-$18K	–	666
2020 Q4	$18K	Hold	250	–	–	﹤0.01%	518
2020 Q3	$14K	Hold	250	–	–	﹤0.01%	496
2020 Q2	$16K	Hold	250	–	–	﹤0.01%	472
2020 Q1	$18K	Sell	250 -325	-57%	-$23.4K	﹤0.01%	479
2019 Q4	$53K	Hold	575	–	–	﹤0.01%	412
2019 Q3	$47K	Buy	575 +325	+130%	+$26.6K	﹤0.01%	413
2019 Q2	$20K	Hold	250	–	–	﹤0.01%	510
2019 Q1	$19K	Hold	250	–	–	﹤0.01%	526
2018 Q4	$19K	Hold	250	–	–	﹤0.01%	528
2018 Q3	$20K	Hold	250	–	–	﹤0.01%	495
2018 Q2	$21K	Hold	250	–	–	﹤0.01%	500
2018 Q1	$19K	Hold	250	–	–	﹤0.01%	546
2017 Q4	$20K	Hold	250	–	–	﹤0.01%	520
2017 Q3	$22K	Hold	250	–	–	﹤0.01%	498
2017 Q2	$20K	Hold	250	–	–	﹤0.01%	490
2017 Q1	$20K	Hold	250	–	–	﹤0.01%	492
2016 Q4	$24K	Hold	250	–	–	﹤0.01%	456
2016 Q3	$19K	Hold	250	–	–	﹤0.01%	485
2016 Q2	$16K	Hold	250	–	–	﹤0.01%	501
2016 Q1	$16K	Hold	250	–	–	﹤0.01%	499
2015 Q4	$14K	Hold	250	–	–	﹤0.01%	539
2015 Q3	$13K	Hold	250	–	–	﹤0.01%	528
2015 Q2	$13K	Hold	250	–	–	﹤0.01%	528
2015 Q1	$13K	Hold	250	–	–	﹤0.01%	545
2014 Q4	$14K	Hold	250	–	–	﹤0.01%	534
2014 Q3	$11K	Hold	250	–	–	﹤0.01%	530
2014 Q2	$12K	Hold	250	–	–	﹤0.01%	546
2014 Q1	$12K	Hold	250	–	–	﹤0.01%	531
2013 Q4	$13K	Hold	250	–	–	﹤0.01%	507
2013 Q3	$12K	Sell	250 -300	-55%	-$14.4K	﹤0.01%	481
2013 Q2	$25K	Buy	+550	New	+$25K	﹤0.01%	452