RA
Rise Advisors’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
16,132
+6
| +0% | +$376 | 0.4% | 24 |
|
|
2025
Q1 | $1.02M | Buy |
16,126
+322
| +2% | +$20.3K | 0.45% | 20 |
|
|
2024
Q4 | $1.07M | Sell |
15,804
-8
| -0.1% | -$543 | 0.52% | 20 |
|
|
2024
Q3 | $914K | Sell |
15,812
-10
| -0.1% | -$578 | 0.44% | 22 |
|
|
2024
Q2 | $774K | Sell |
15,822
-5
| -0% | -$244 | 0.41% | 22 |
|
|
2024
Q1 | $796K | Sell |
15,827
-10
| -0.1% | -$503 | 0.42% | 22 |
|
|
2023
Q4 | $954K | Sell |
15,837
-5
| -0% | -$301 | 0.67% | 13 |
|
|
2023
Q3 | $776K | Sell |
15,842
-10
| -0.1% | -$490 | 0.62% | 16 |
|
|
2023
Q2 | $883K | Hold |
15,852
| – | – | 0.68% | 18 |
|
|
2023
Q1 | $1.05M | Sell |
15,852
-12
| -0.1% | -$794 | 0.79% | 14 |
|
|
2022
Q4 | $1.23M | Sell |
15,864
-11
| -0.1% | -$853 | 0.99% | 15 |
|
|
2022
Q3 | $1.15M | Sell |
15,875
-7
| -0% | -$508 | 0.96% | 16 |
|
|
2022
Q2 | $1.15M | Sell |
15,882
-8
| -0.1% | -$577 | 1.15% | 17 |
|
|
2022
Q1 | $1.24M | Sell |
15,890
-3
| -0% | -$235 | 1.12% | 19 |
|
|
2021
Q4 | $1.33M | Buy |
+15,893
| New | +$1.33M | 1.27% | 18 |
|