Sutton Wealth Advisors’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-192
| Closed | -$14.9K | – | 1501 |
|
|
2022
Q4 | $14.9K | Hold |
192
| – | – | 0.01% | 810 |
|
|
2022
Q3 | $13.9K | Hold |
192
| – | – | 0.01% | 784 |
|
|
2022
Q2 | $13.8K | Buy |
192
+5
| +3% | +$360 | 0.01% | 794 |
|
|
2022
Q1 | $14.6K | Sell |
187
-2
| -1% | -$157 | 0.01% | 827 |
|
|
2021
Q4 | $15.8K | Buy |
189
+3
| +2% | +$251 | 0.01% | 784 |
|
|
2021
Q3 | $15K | Buy |
186
+8
| +4% | +$647 | 0.01% | 782 |
|
|
2021
Q2 | $13.8K | Hold |
178
| – | – | 0.01% | 812 |
|
|
2021
Q1 | $14.7K | Hold |
178
| – | – | 0.01% | 765 |
|
|
2020
Q4 | $12.6K | Hold |
178
| – | – | 0.01% | 751 |
|
|
2020
Q3 | $10.1K | Hold |
178
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $11.5K | Hold |
178
| – | – | 0.01% | 674 |
|
|
2020
Q1 | $12.8K | Sell |
178
-310
| -64% | -$22.3K | 0.01% | 591 |
|
|
2019
Q4 | $44.7K | Hold |
488
| – | – | 0.02% | 334 |
|
|
2019
Q3 | $39.6K | Hold |
488
| – | – | 0.02% | 364 |
|
|
2019
Q2 | $39.8K | Hold |
488
| – | – | 0.02% | 361 |
|
|
2019
Q1 | $37.1K | Hold |
488
| – | – | 0.02% | 377 |
|
|
2018
Q4 | $36.6K | Hold |
488
| – | – | 0.02% | 343 |
|
|
2018
Q3 | $39.6K | Hold |
488
| – | – | 0.03% | 338 |
|
|
2018
Q2 | $41.9K | Buy |
488
+310
| +174% | +$26.6K | 0.03% | 335 |
|
|
2018
Q1 | $13.5K | Hold |
178
| – | – | 0.01% | 714 |
|
|
2017
Q4 | $14.5K | Hold |
178
| – | – | 0.01% | 670 |
|
|
2017
Q3 | $15.3K | Hold |
178
| – | – | 0.01% | 631 |
|
|
2017
Q2 | $14K | Hold |
178
| – | – | 0.01% | 656 |
|
|
2017
Q1 | $14.3K | Hold |
178
| – | – | 0.01% | 625 |
|
|
2016
Q4 | $16.8K | Hold |
178
| – | – | 0.02% | 547 |
|
|
2016
Q3 | $13.6K | Hold |
178
| – | – | 0.01% | 574 |
|
|
2016
Q2 | $11.6K | Hold |
178
| – | – | 0.01% | 589 |
|
|
2016
Q1 | $11.4K | Buy |
+178
| New | +$11.4K | 0.01% | 576 |
|