Tompkins Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $188K | Hold |
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2025
Q2 | $204K | Hold |
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2025
Q1 | $196K | Sell |
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2024
Q4 | $202K | Buy |
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2024
Q3 | $145K | Hold |
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2024
Q2 | $125K | Hold |
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2024
Q1 | $119K | Hold |
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2023
Q4 | $123K | Hold |
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2023
Q3 | $102K | Sell |
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2023
Q2 | $118K | Hold |
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2023
Q1 | $102K | Hold |
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2022
Q4 | $99K | Buy |
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2022
Q3 | $85K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $6K | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $71K | Buy |
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2017
Q4 | – | Sell |
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2017
Q3 | $25K | Buy |
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