SFS

Strategic Financial Services’s Tompkins Financial TMP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Hold	5,095	–	–	0.02%	115
2025 Q1	$321K	Hold	5,095	–	–	0.02%	109
2024 Q4	$346K	Hold	5,095	–	–	0.02%	109
2024 Q3	$294K	Hold	5,095	–	–	0.02%	111
2024 Q2	$249K	Hold	5,095	–	–	0.02%	117
2024 Q1	$256K	Hold	5,095	–	–	0.02%	112
2023 Q4	$307K	Hold	5,095	–	–	0.02%	103
2023 Q3	$250K	Hold	5,095	–	–	0.02%	109
2023 Q2	$292K	Hold	5,095	–	–	0.02%	108
2023 Q1	$337K	Hold	5,095	–	–	0.03%	101
2022 Q4	$395K	Hold	5,095	–	–	0.03%	93
2022 Q3	$370K	Hold	5,095	–	–	0.03%	97
2022 Q2	$367K	Hold	5,095	–	–	0.03%	101
2022 Q1	$399K	Hold	5,095	–	–	0.03%	100
2021 Q4	$426K	Hold	5,095	–	–	0.03%	103
2021 Q3	$412K	Hold	5,095	–	–	0.03%	98
2021 Q2	$395K	Hold	5,095	–	–	0.03%	103
2021 Q1	$421K	Hold	5,095	–	–	0.04%	98
2020 Q4	$360K	Sell	5,095 -200	-4%	-$14.1K	0.03%	107
2020 Q3	$301K	Hold	5,295	–	–	0.03%	108
2020 Q2	$343K	Hold	5,295	–	–	0.04%	104
2020 Q1	$380K	Hold	5,295	–	–	0.05%	95
2019 Q4	$484K	Hold	5,295	–	–	0.06%	104
2019 Q3	$430K	Sell	5,295 -1,600	-23%	-$130K	0.06%	109
2019 Q2	$563K	Hold	6,895	–	–	0.07%	99
2019 Q1	$525K	Buy	+6,895	New	+$525K	0.07%	100
2014 Q2	–	Sell	-6,330	Closed	-$310K	–	99
2014 Q1	$310K	Buy	+6,330	New	+$310K	0.09%	96