United Capital Financial Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
21,283
+2,104
| +11% | +$132K | 0.01% | 522 |
|
|
2025
Q1 | $1.21M | Sell |
19,179
-3,569
| -16% | -$225K | 0.01% | 525 |
|
|
2024
Q4 | $1.54M | Sell |
22,748
-2,132
| -9% | -$145K | 0.01% | 471 |
|
|
2024
Q3 | $1.44M | Buy |
24,880
+14,125
| +131% | +$816K | 0.01% | 466 |
|
|
2024
Q2 | $526K | Buy |
+10,755
| New | +$526K | ﹤0.01% | 695 |
|
|
2023
Q2 | – | Sell |
-4,737
| Closed | -$314K | – | 970 |
|
|
2023
Q1 | $314K | Hold |
4,737
| – | – | ﹤0.01% | 812 |
|
|
2022
Q4 | $367K | Hold |
4,737
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $344K | Hold |
4,737
| – | – | ﹤0.01% | 862 |
|
|
2022
Q2 | $342K | Hold |
4,737
| – | – | ﹤0.01% | 902 |
|
|
2022
Q1 | $371K | Hold |
4,737
| – | – | ﹤0.01% | 925 |
|
|
2021
Q4 | $396K | Hold |
4,737
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $383K | Hold |
4,737
| – | – | ﹤0.01% | 931 |
|
|
2021
Q2 | $367K | Sell |
4,737
-2,130
| -31% | -$165K | ﹤0.01% | 959 |
|
|
2021
Q1 | $568K | Buy |
6,867
+30
| +0.4% | +$2.48K | ﹤0.01% | 819 |
|
|
2020
Q4 | $483K | Hold |
6,837
| – | – | ﹤0.01% | 853 |
|
|
2020
Q3 | $388K | Hold |
6,837
| – | – | ﹤0.01% | 887 |
|
|
2020
Q2 | $443K | Hold |
6,837
| – | – | ﹤0.01% | 902 |
|
|
2020
Q1 | $491K | Hold |
6,837
| – | – | ﹤0.01% | 823 |
|
|
2019
Q4 | $626K | Sell |
6,837
-888
| -11% | -$81.3K | ﹤0.01% | 920 |
|
|
2019
Q3 | $627K | Hold |
7,725
| – | – | ﹤0.01% | 879 |
|
|
2019
Q2 | $630K | Hold |
7,725
| – | – | ﹤0.01% | 956 |
|
|
2019
Q1 | $588K | Hold |
7,725
| – | – | ﹤0.01% | 923 |
|
|
2018
Q4 | $579K | Hold |
7,725
| – | – | ﹤0.01% | 873 |
|
|
2018
Q3 | $627K | Hold |
7,725
| – | – | ﹤0.01% | 915 |
|
|
2018
Q2 | $663K | Hold |
7,725
| – | – | ﹤0.01% | 867 |
|
|
2018
Q1 | $585K | Hold |
7,725
| – | – | ﹤0.01% | 921 |
|
|
2017
Q4 | $644K | Hold |
7,725
| – | – | 0.01% | 894 |
|
|
2017
Q3 | $665K | Hold |
7,725
| – | – | 0.01% | 885 |
|
|
2017
Q2 | $608K | Hold |
7,725
| – | – | 0.01% | 883 |
|
|
2017
Q1 | $622K | Hold |
7,725
| – | – | 0.01% | 866 |
|
|
2016
Q4 | $730K | Sell |
7,725
-850
| -10% | -$80.3K | 0.01% | 827 |
|
|
2016
Q3 | $655K | Hold |
8,575
| – | – | 0.01% | 889 |
|
|
2016
Q2 | $557K | Sell |
8,575
-920
| -10% | -$59.8K | 0.01% | 884 |
|
|
2016
Q1 | $608K | Hold |
9,495
| – | – | 0.01% | 822 |
|
|
2015
Q4 | $533K | Sell |
9,495
-658
| -6% | -$36.9K | 0.01% | 868 |
|
|
2015
Q3 | $542K | Hold |
10,153
| – | – | 0.01% | 871 |
|
|
2015
Q2 | $545K | Hold |
10,153
| – | – | 0.01% | 886 |
|
|
2015
Q1 | $529K | Hold |
10,153
| – | – | 0.01% | 878 |
|
|
2014
Q4 | $561K | Buy |
10,153
+5,075
| +100% | +$280K | 0.01% | 790 |
|
|
2014
Q3 | $224K | Buy |
+5,078
| New | +$224K | ﹤0.01% | 1007 |
|
|
2014
Q2 | – | Sell |
-5,078
| Closed | -$249K | – | 924 |
|
|
2014
Q1 | $249K | Buy |
+5,078
| New | +$249K | 0.01% | 825 |
|
|
2013
Q4 | – | Sell |
-4,420
| Closed | -$204K | – | 758 |
|
|
2013
Q3 | $204K | Sell |
4,420
-658
| -13% | -$30.4K | 0.01% | 636 |
|
|
2013
Q2 | $229K | Buy |
+5,078
| New | +$229K | 0.01% | 638 |
|