LPL Financial’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 | $2.37M | Buy |
37,715
+2,208
| +6% | +$139K | ﹤0.01% | 2956 |
|
|
2025
Q1 | $2.24M | Buy |
35,507
+3,881
| +12% | +$244K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $2.15M | Buy |
31,626
+26,135
| +476% | +$1.77M | ﹤0.01% | 2777 |
|
|
2024
Q3 | $317K | Buy |
+5,491
| New | +$317K | ﹤0.01% | 4296 |
|
|
2018
Q3 | – | Sell |
-2,422
| Closed | -$208K | – | 3283 |
|
|
2018
Q2 | $208K | Sell |
2,422
-4,567
| -65% | -$392K | ﹤0.01% | 2936 |
|
|
2018
Q1 | $530K | Buy |
6,989
+626
| +10% | +$47.5K | ﹤0.01% | 2080 |
|
|
2017
Q4 | $518K | Buy |
6,363
+348
| +6% | +$28.3K | ﹤0.01% | 2031 |
|
|
2017
Q3 | $518K | Buy |
6,015
+25
| +0.4% | +$2.15K | ﹤0.01% | 1917 |
|
|
2017
Q2 | $471K | Buy |
5,990
+25
| +0.4% | +$1.97K | ﹤0.01% | 1930 |
|
|
2017
Q1 | $473K | Sell |
5,965
-263
| -4% | -$20.9K | ﹤0.01% | 1850 |
|
|
2016
Q4 | $593K | Sell |
6,228
-814
| -12% | -$77.5K | ﹤0.01% | 1596 |
|
|
2016
Q3 | $532K | Buy |
+7,042
| New | +$532K | 0.01% | 1657 |
|
|
2016
Q2 | – | Sell |
-3,804
| Closed | -$241K | – | 2961 |
|
|
2016
Q1 | $241K | Buy |
+3,804
| New | +$241K | ﹤0.01% | 2669 |
|