Waverly 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 | $245K | Sell |
3,910
-6
| -0.2% | -$376 | ﹤0.01% | 1047 |
|
|
2025
Q1 | $247K | Sell |
3,916
-2,094
| -35% | -$132K | ﹤0.01% | 993 |
|
|
2024
Q4 | $408K | Sell |
6,010
-1,100
| -15% | -$74.6K | 0.01% | 731 |
|
|
2024
Q3 | $411K | Sell |
7,110
-2,700
| -28% | -$156K | 0.01% | 613 |
|
|
2024
Q2 | $480K | Sell |
9,810
-1,616
| -14% | -$79K | 0.01% | 584 |
|
|
2024
Q1 | $575K | Buy |
+11,426
| New | +$575K | 0.01% | 453 |
|