Rockbridge Investment Management’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,735
| Closed | -$105K | – | 574 |
|
|
2023
Q4 | $105K | Buy |
+1,735
| New | +$105K | 0.02% | 174 |
|
|
2022
Q3 | – | Sell |
-1,510
| Closed | -$109K | – | 542 |
|
|
2022
Q2 | $109K | Hold |
1,510
| – | – | 0.02% | 142 |
|
|
2022
Q1 | $119K | Sell |
1,510
-35,062
| -96% | -$2.77M | 0.02% | 202 |
|
|
2021
Q4 | $3.06M | Buy |
36,572
+200
| +0.5% | +$16.7K | 0.45% | 38 |
|
|
2021
Q3 | $2.94M | Buy |
36,372
+222
| +0.6% | +$18K | 0.49% | 36 |
|
|
2021
Q2 | $2.8M | Buy |
36,150
+33,465
| +1,246% | +$2.6M | 0.48% | 36 |
|
|
2021
Q1 | $222K | Hold |
2,685
| – | – | 0.04% | 129 |
|
|
2020
Q4 | $190K | Hold |
2,685
| – | – | 0.04% | 139 |
|
|
2020
Q3 | $153K | Hold |
2,685
| – | – | 0.04% | 146 |
|
|
2020
Q2 | $174K | Buy |
+2,685
| New | +$174K | 0.05% | 130 |
|