United Capital Financial Advisors’s Tompkins Financial TMP Stock Holding History

United Capital Financial Advisors’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Buy	+3,620	New	+$281K	﹤0.01%	1376
2025 Q3	–	Sell	-21,283	Closed	-$1.34M	–	1228
2025 Q2	$1.34M	Buy	21,283 +2,104	+11%	+$128K	0.01%	526
2025 Q1	$1.21M	Sell	19,179 -3,569	-16%	-$239K	0.01%	530
2024 Q4	$1.54M	Sell	22,748 -2,132	-9%	-$148K	0.01%	474
2024 Q3	$1.44M	Buy	24,880 +14,125	+131%	+$807K	0.01%	466
2024 Q2	$526K	Buy	+10,755	New	+$495K	﹤0.01%	701
2023 Q2	–	Sell	-4,737	Closed	-$314K	–	975
2023 Q1	$314K	Hold	4,737	–	–	﹤0.01%	815
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%	929
2021 Q4	$396K	Hold	4,737	–	–	﹤0.01%	931
2021 Q3	$383K	Hold	4,737	–	–	﹤0.01%	935
2021 Q2	$367K	Sell	4,737 -2,130	-31%	-$171K	﹤0.01%	965
2021 Q1	$568K	Buy	6,867 +30	+0.4%	+$2.36K	﹤0.01%	820
2020 Q4	$483K	Hold	6,837	–	–	﹤0.01%	857
2020 Q3	$388K	Hold	6,837	–	–	﹤0.01%	891
2020 Q2	$443K	Hold	6,837	–	–	﹤0.01%	908
2020 Q1	$491K	Hold	6,837	–	–	﹤0.01%	828
2019 Q4	$626K	Sell	6,837 -888	-11%	-$76.8K	﹤0.01%	927
2019 Q3	$627K	Hold	7,725	–	–	﹤0.01%	886
2019 Q2	$630K	Hold	7,725	–	–	﹤0.01%	965
2019 Q1	$588K	Hold	7,725	–	–	﹤0.01%	930
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%	-$71.2K	0.01%	827
2016 Q3	$655K	Hold	8,575	–	–	0.01%	889
2016 Q2	$557K	Sell	8,575 -920	-10%	-$60.3K	0.01%	884
2016 Q1	$608K	Hold	9,495	–	–	0.01%	822
2015 Q4	$533K	Sell	9,495 -658	-6%	-$37.9K	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%	+$251K	0.01%	790
2014 Q3	$224K	Buy	+5,078	New	+$231K	﹤0.01%	1007
2014 Q2	–	Sell	-5,078	Closed	-$249K	–	924
2014 Q1	$249K	Buy	+5,078	New	+$246K	0.01%	825
2013 Q4	–	Sell	-4,420	Closed	-$204K	–	758
2013 Q3	$204K	Sell	4,420 -658	-13%	-$29.8K	0.01%	636
2013 Q2	$229K	Buy	+5,078	New	+$212K	0.01%	638