LVW Advisors’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 | $237K | Hold |
3,781
| – | – | 0.03% | 293 |
|
|
2025
Q1 | $238K | Hold |
3,781
| – | – | 0.03% | 271 |
|
|
2024
Q4 | $256K | Sell |
3,781
-296
| -7% | -$20.1K | 0.03% | 267 |
|
|
2024
Q3 | $236K | Buy |
+4,077
| New | +$236K | 0.03% | 278 |
|
|
2024
Q2 | – | Sell |
-4,077
| Closed | -$205K | – | 309 |
|
|
2024
Q1 | $205K | Hold |
4,077
| – | – | 0.03% | 275 |
|
|
2023
Q4 | $246K | Buy |
+4,077
| New | +$246K | 0.05% | 230 |
|
|
2023
Q3 | – | Sell |
-4,077
| Closed | -$227K | – | 227 |
|
|
2023
Q2 | $227K | Hold |
4,077
| – | – | 0.04% | 183 |
|
|
2023
Q1 | $270K | Hold |
4,077
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $316K | Hold |
4,077
| – | – | 0.06% | 182 |
|
|
2022
Q3 | $296K | Hold |
4,077
| – | – | 0.07% | 173 |
|
|
2022
Q2 | $294K | Hold |
4,077
| – | – | 0.06% | 183 |
|
|
2022
Q1 | $319K | Hold |
4,077
| – | – | 0.05% | 183 |
|
|
2021
Q4 | $341K | Hold |
4,077
| – | – | 0.06% | 183 |
|
|
2021
Q3 | $330K | Hold |
4,077
| – | – | 0.06% | 186 |
|
|
2021
Q2 | $316K | Sell |
4,077
-1,930
| -32% | -$150K | 0.06% | 181 |
|
|
2021
Q1 | $497K | Buy |
6,007
+2,596
| +76% | +$215K | 0.1% | 148 |
|
|
2020
Q4 | $241K | Buy |
+3,411
| New | +$241K | 0.05% | 188 |
|
|
2020
Q3 | – | Sell |
-3,411
| Closed | -$221K | – | 223 |
|
|
2020
Q2 | $221K | Sell |
3,411
-1,145
| -25% | -$74.2K | 0.05% | 179 |
|
|
2020
Q1 | $327K | Hold |
4,556
| – | – | 0.09% | 112 |
|
|
2019
Q4 | $417K | Hold |
4,556
| – | – | 0.09% | 114 |
|
|
2019
Q3 | $370K | Sell |
4,556
-326
| -7% | -$26.5K | 0.09% | 110 |
|
|
2019
Q2 | $398K | Buy |
+4,882
| New | +$398K | 0.11% | 101 |
|