United Capital Financial Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $526K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $344K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | $483K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $627K | Hold |
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|
2019
Q2 | $630K | Hold |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $579K | Hold |
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|
2018
Q3 | $627K | Hold |
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|
2018
Q2 | $663K | Hold |
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|
2018
Q1 | $585K | Hold |
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|
2017
Q4 | $644K | Hold |
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|
2017
Q3 | $665K | Hold |
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|
2017
Q2 | $608K | Hold |
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|
2017
Q1 | $622K | Hold |
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|
2016
Q4 | $730K | Sell |
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|
2016
Q3 | $655K | Hold |
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|
2016
Q2 | $557K | Sell |
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|
2016
Q1 | $608K | Hold |
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|
2015
Q4 | $533K | Sell |
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|
2015
Q3 | $542K | Hold |
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|
2015
Q2 | $545K | Hold |
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|
2015
Q1 | $529K | Hold |
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|
2014
Q4 | $561K | Buy |
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|
2014
Q3 | $224K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $249K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $204K | Sell |
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|
2013
Q2 | $229K | Buy |
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