TF
Tompkins Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
6,824
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $285K | Sell |
6,824
-100
| -1% | -$4.17K | 0.03% | 155 |
|
|
2024
Q4 | $304K | Sell |
6,924
-853
| -11% | -$37.5K | 0.03% | 150 |
|
|
2024
Q3 | $309K | Buy |
7,777
+453
| +6% | +$18K | 0.03% | 152 |
|
|
2024
Q2 | $291K | Buy |
7,324
+812
| +12% | +$32.3K | 0.03% | 162 |
|
|
2024
Q1 | $247K | Sell |
6,512
-162
| -2% | -$6.14K | 0.03% | 177 |
|
|
2023
Q4 | $225K | Sell |
6,674
-1,300
| -16% | -$43.8K | 0.03% | 183 |
|
|
2023
Q3 | $218K | Hold |
7,974
| – | – | 0.03% | 161 |
|
|
2023
Q2 | $229K | Hold |
7,974
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $228K | Hold |
7,974
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $264K | Hold |
7,974
| – | – | 0.04% | 151 |
|
|
2022
Q3 | $241K | Hold |
7,974
| – | – | 0.04% | 155 |
|
|
2022
Q2 | $248K | Hold |
7,974
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $328K | Buy |
7,974
+6,812
| +586% | +$280K | 0.05% | 151 |
|
|
2021
Q4 | $52K | Hold |
1,162
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $49K | Buy |
+1,162
| New | +$49K | 0.01% | 226 |
|
|
2021
Q1 | $116K | Buy |
3,000
+1,883
| +169% | +$72.8K | 0.02% | 175 |
|
|
2020
Q4 | $34K | Sell |
1,117
-1,323
| -54% | -$40.3K | 0.01% | 281 |
|
|
2020
Q3 | $59K | Sell |
2,440
-582
| -19% | -$14.1K | 0.01% | 222 |
|
|
2020
Q2 | $72K | Buy |
3,022
+200
| +7% | +$4.77K | 0.02% | 202 |
|
|
2020
Q1 | $60K | Buy |
2,822
+559
| +25% | +$11.9K | 0.01% | 214 |
|
|
2019
Q4 | $80K | Buy |
+2,263
| New | +$80K | 0.01% | 219 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$14K | – | 353 |
|
|
2019
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2018
Q3 | $15K | Sell |
500
-1,000
| -67% | -$30K | ﹤0.01% | 340 |
|
|
2018
Q2 | $42K | Buy |
1,500
+1,000
| +200% | +$28K | 0.01% | 268 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 338 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 308 |
|
|
2017
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 321 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $12K | Sell |
500
-700
| -58% | -$16.8K | ﹤0.01% | 303 |
|
|
2016
Q4 | $27K | Hold |
1,200
| – | – | 0.01% | 259 |
|
|
2016
Q3 | $19K | Sell |
1,200
-3,750
| -76% | -$59.4K | 0.01% | 280 |
|
|
2016
Q2 | $66K | Sell |
4,950
-490
| -9% | -$6.53K | 0.02% | 217 |
|
|
2016
Q1 | $74K | Buy |
5,440
+219
| +4% | +$2.98K | 0.02% | 209 |
|
|
2015
Q4 | $88K | Sell |
5,221
-12,969
| -71% | -$219K | 0.03% | 210 |
|
|
2015
Q3 | $283K | Sell |
18,190
-1,100
| -6% | -$17.1K | 0.09% | 139 |
|
|
2015
Q2 | $328K | Hold |
19,290
| – | – | 0.09% | 138 |
|
|
2015
Q1 | $297K | Sell |
19,290
-435
| -2% | -$6.7K | 0.07% | 143 |
|
|
2014
Q4 | $353K | Buy |
19,725
+18,625
| +1,693% | +$333K | 0.09% | 133 |
|
|
2014
Q3 | $19K | Sell |
1,100
-125
| -10% | -$2.16K | 0.01% | 334 |
|
|
2014
Q2 | $19K | Hold |
1,225
| – | – | ﹤0.01% | 340 |
|
|
2014
Q1 | $21K | Buy |
1,225
+125
| +11% | +$2.14K | 0.01% | 340 |
|
|
2013
Q4 | $17K | Sell |
1,100
-256
| -19% | -$3.96K | ﹤0.01% | 362 |
|
|
2013
Q3 | $19K | Sell |
1,356
-300
| -18% | -$4.2K | 0.01% | 350 |
|
|
2013
Q2 | $21K | Buy |
+1,656
| New | +$21K | 0.01% | 345 |
|