Tompkins Financial’s Goldman Sachs GS Stock Holding History

Tompkins Financial’s Portfolio GS Stock Details GS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Sell	500 -650	-57%	-$460K	0.03%	143
2025 Q1	$628K	Hold	1,150	–	–	0.06%	119
2024 Q4	$659K	Hold	1,150	–	–	0.06%	109
2024 Q3	$569K	Hold	1,150	–	–	0.05%	120
2024 Q2	$520K	Hold	1,150	–	–	0.05%	128
2024 Q1	$480K	Hold	1,150	–	–	0.05%	134
2023 Q4	$444K	Sell	1,150 -344	-23%	-$133K	0.05%	136
2023 Q3	$483K	Hold	1,494	–	–	0.08%	116
2023 Q2	$482K	Hold	1,494	–	–	0.08%	123
2023 Q1	$489K	Hold	1,494	–	–	0.08%	123
2022 Q4	$513K	Hold	1,494	–	–	0.08%	118
2022 Q3	$437K	Hold	1,494	–	–	0.07%	123
2022 Q2	$444K	Hold	1,494	–	–	0.07%	124
2022 Q1	$494K	Buy	1,494 +844	+130%	+$279K	0.07%	126
2021 Q4	$249K	Sell	650 -45	-6%	-$17.2K	0.04%	124
2021 Q3	$263K	Buy	+695	New	+$263K	0.05%	121
2021 Q1	$236K	Hold	722	–	–	0.04%	130
2020 Q4	$190K	Buy	722 +15	+2%	+$3.95K	0.03%	133
2020 Q3	$142K	Buy	707 +27	+4%	+$5.42K	0.03%	163
2020 Q2	$134K	Sell	680 -57	-8%	-$11.2K	0.03%	167
2020 Q1	$114K	Sell	737 -40	-5%	-$6.19K	0.03%	171
2019 Q4	$179K	Buy	+777	New	+$179K	0.03%	166
2019 Q3	–	Sell	-71	Closed	-$15K	–	351
2019 Q2	$15K	Hold	71	–	–	﹤0.01%	312
2019 Q1	$14K	Hold	71	–	–	﹤0.01%	334
2018 Q4	$12K	Hold	71	–	–	﹤0.01%	328
2018 Q3	$16K	Sell	71 -145	-67%	-$32.7K	﹤0.01%	332
2018 Q2	$48K	Buy	216 +145	+204%	+$32.2K	0.01%	256
2018 Q1	$18K	Hold	71	–	–	﹤0.01%	330
2017 Q4	$18K	Hold	71	–	–	﹤0.01%	297
2017 Q3	$17K	Hold	71	–	–	﹤0.01%	308
2017 Q2	$16K	Hold	71	–	–	﹤0.01%	293
2017 Q1	$16K	Sell	71 -21	-23%	-$4.73K	﹤0.01%	291
2016 Q4	$22K	Sell	92 -80	-47%	-$19.1K	0.01%	275
2016 Q3	$28K	Sell	172 -192	-53%	-$31.3K	0.01%	257
2016 Q2	$54K	Sell	364 -82	-18%	-$12.2K	0.02%	243
2016 Q1	$70K	Sell	446 -238	-35%	-$37.4K	0.02%	212
2015 Q4	$123K	Sell	684 -146	-18%	-$26.3K	0.04%	184
2015 Q3	$144K	Sell	830 -216	-21%	-$37.5K	0.05%	172
2015 Q2	$218K	Sell	1,046 -934	-47%	-$195K	0.06%	155
2015 Q1	$372K	Sell	1,980 -664	-25%	-$125K	0.09%	132
2014 Q4	$512K	Sell	2,644 -2,924	-53%	-$566K	0.13%	114
2014 Q3	$1.02M	Buy	5,568 +287	+5%	+$52.7K	0.27%	85
2014 Q2	$884K	Buy	5,281 +1,799	+52%	+$301K	0.22%	89
2014 Q1	$570K	Buy	3,482 +958	+38%	+$157K	0.14%	110
2013 Q4	$447K	Buy	+2,524	New	+$447K	0.12%	116