Loring Wolcott & Coolidge Fiduciary Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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 | +$20.1K | ﹤0.01% | 548 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$18K | – | 665 |
|
|
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% | -$26.9K | ﹤0.01% | 479 |
|
|
2019
Q4 | $53K | Hold |
575
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $47K | Buy |
575
+325
| +130% | +$26K | ﹤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% | -$13.6K | ﹤0.01% | 481 |
|
|
2013
Q2 | $25K | Buy |
+550
| New | +$23K | ﹤0.01% | 452 |
|
Other funds holding TMP
TF
BTW
Loring Wolcott & Coolidge Fiduciary Advisors's TMP Position: Q3 2023 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Tompkins Financial (TMP) in Q3 2023, closing a stake of 250 shares — an estimated $13.9K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TMP in Q2 2013 and held it in 40 quarters. The position peaked at $53K in Q4 2019. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2023.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Tompkins Financial position as of Q3 2023 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 250 Tompkins Financial shares in Q3 2023, an estimated $13.9K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tompkins Financial in Q2 2013 and held it in 40 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Tompkins Financial position peaked at $53K in Q4 2019.
- 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2023.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.