Rockbridge Investment Management’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $105K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $153K | Hold |
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|
2020
Q2 | $174K | Buy |
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