TF
SOCL icon

Tompkins Financial’s Global X Social Media ETF SOCL Stock Holding History

Tompkins Financial’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-700
Closed -$30.3K – 589
2024
Q3 		$30.3K Hold
700
– – ﹤0.01% 379
2024
Q2 		$29.6K Buy
700
+200
+40% +$8.39K ﹤0.01% 394
2024
Q1 		$20.1K Hold
500
– – ﹤0.01% 430
2023
Q4 		$20.2K Hold
500
– – ﹤0.01% 423
2023
Q3 		$17.9K Sell
500
-100
-17% -$3.77K ﹤0.01% 414
2023
Q2 		$22K Buy
600
+100
+20% +$3.58K ﹤0.01% 409
2023
Q1 		$18.5K Hold
500
– – ﹤0.01% 426
2022
Q4 		$16K Hold
500
– – ﹤0.01% 436
2022
Q3 		$14K Buy
+500
New +$16.2K ﹤0.01% 449

Other funds holding SOCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tompkins Financial's SOCL Position: Q4 2024 in Review

Tompkins Financial sold out of Global X Social Media ETF (SOCL) in Q4 2024, closing a stake of 700 shares — an estimated $30.3K sold.

Tompkins Financial first reported a position in SOCL in Q3 2022 and held it in 9 quarters. The position peaked at $30.3K in Q3 2024. 40 funds tracked by Wall St. Rank hold SOCL as of Q4 2024.

  • Tompkins Financial reported no remaining Global X Social Media ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 700 Global X Social Media ETF shares in Q4 2024, an estimated $30.3K.
  • Tompkins Financial first reported a position in Global X Social Media ETF in Q3 2022 and held it in 9 quarters.
  • Tompkins Financial's Global X Social Media ETF position peaked at $30.3K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.