TF
Tompkins Financial’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
386
| – | – | 0.02% | 187 |
|
|
2025
Q1 | $196K | Sell |
386
-19
| -5% | -$9.65K | 0.02% | 196 |
|
|
2024
Q4 | $202K | Buy |
405
+125
| +45% | +$62.3K | 0.02% | 184 |
|
|
2024
Q3 | $145K | Hold |
280
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $125K | Hold |
280
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $119K | Hold |
280
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $123K | Hold |
280
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $102K | Sell |
280
-15
| -5% | -$5.48K | 0.02% | 244 |
|
|
2023
Q2 | $118K | Hold |
295
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $102K | Hold |
295
| – | – | 0.02% | 259 |
|
|
2022
Q4 | $99K | Buy |
295
+15
| +5% | +$5.03K | 0.02% | 262 |
|
|
2022
Q3 | $85K | Buy |
+280
| New | +$85K | 0.01% | 283 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$6K | – | 609 |
|
|
2021
Q4 | $6K | Buy |
+13
| New | +$6K | ﹤0.01% | 306 |
|
|
2021
Q1 | – | Sell |
-216
| Closed | -$71K | – | 524 |
|
|
2020
Q4 | $71K | Buy |
+216
| New | +$71K | 0.01% | 204 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$25K | – | 438 |
|
|
2017
Q3 | $25K | Buy |
+160
| New | +$25K | 0.01% | 281 |
|