Sheaff Brock Investment Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$209K | – | 558 |
|
|
2021
Q4 | $209K | Hold |
2,500
| – | – | 0.01% | 471 |
|
|
2021
Q3 | $202K | Buy |
+2,500
| New | +$202K | 0.01% | 483 |
|
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$207K | – | 530 |
|
|
2021
Q1 | $207K | Buy |
+2,500
| New | +$207K | 0.02% | 428 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$229K | – | 479 |
|
|
2019
Q4 | $229K | Hold |
2,500
| – | – | 0.02% | 378 |
|
|
2019
Q3 | $203K | Hold |
2,500
| – | – | 0.02% | 391 |
|
|
2019
Q2 | $204K | Buy |
+2,500
| New | +$204K | 0.02% | 409 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$203K | – | 514 |
|
|
2018
Q3 | $203K | Hold |
2,500
| – | – | 0.02% | 436 |
|
|
2018
Q2 | $215K | Buy |
+2,500
| New | +$215K | 0.02% | 423 |
|
|
2018
Q1 | – | Sell |
-2,500
| Closed | -$203K | – | 556 |
|
|
2017
Q4 | $203K | Hold |
2,500
| – | – | 0.03% | 454 |
|
|
2017
Q3 | $215K | Buy |
+2,500
| New | +$215K | 0.03% | 461 |
|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$201K | – | 648 |
|
|
2017
Q1 | $201K | Hold |
2,500
| – | – | 0.03% | 514 |
|
|
2016
Q4 | $236K | Buy |
+2,500
| New | +$236K | 0.03% | 471 |
|