Wheatland Advisors’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $294K | Hold |
4,543
| – | – | 1.22% | 28 |
|
|
2020
Q1 | $326K | Sell |
4,543
-5,571
| -55% | -$400K | 1.66% | 27 |
|
|
2019
Q4 | $925K | Sell |
10,114
-7,104
| -41% | -$650K | 1.18% | 30 |
|
|
2019
Q3 | $1.4M | Sell |
17,218
-10,874
| -39% | -$882K | 1.27% | 28 |
|
|
2019
Q2 | $2.29M | Sell |
28,092
-17
| -0.1% | -$1.39K | 1.73% | 20 |
|
|
2019
Q1 | $2.14M | Hold |
28,109
| – | – | 1.63% | 20 |
|
|
2018
Q4 | $2.11M | Sell |
28,109
-21
| -0.1% | -$1.58K | 1.84% | 19 |
|
|
2018
Q3 | $2.28M | Hold |
28,130
| – | – | 1.72% | 19 |
|
|
2018
Q2 | $2.42M | Hold |
28,130
| – | – | 1.95% | 15 |
|
|
2018
Q1 | $2.13M | Hold |
28,130
| – | – | 1.76% | 18 |
|
|
2017
Q4 | $2.29M | Sell |
28,130
-102
| -0.4% | -$8.3K | 1.85% | 17 |
|
|
2017
Q3 | $2.43M | Sell |
28,232
-315
| -1% | -$27.1K | 2.08% | 16 |
|
|
2017
Q2 | $2.25M | Sell |
28,547
-180
| -0.6% | -$14.2K | 2.02% | 17 |
|
|
2017
Q1 | $2.31M | Sell |
28,727
-3,130
| -10% | -$252K | 2.07% | 16 |
|
|
2016
Q4 | $3.01M | Sell |
31,857
-1,279
| -4% | -$121K | 2.67% | 9 |
|
|
2016
Q3 | $2.53M | Sell |
33,136
-156
| -0.5% | -$11.9K | 2.38% | 13 |
|
|
2016
Q2 | $2.16M | Sell |
33,292
-949
| -3% | -$61.7K | 2.08% | 18 |
|
|
2016
Q1 | $2.19M | Hold |
34,241
| – | – | 2.24% | 13 |
|
|
2015
Q4 | $1.92M | Hold |
34,241
| – | – | 1.97% | 19 |
|
|
2015
Q3 | $1.83M | Hold |
34,241
| – | – | 1.98% | 18 |
|
|
2015
Q2 | $1.84M | Buy |
34,241
+500
| +1% | +$26.9K | 1.77% | 21 |
|
|
2015
Q1 | $1.82M | Hold |
33,741
| – | – | 1.81% | 21 |
|
|
2014
Q4 | $1.87M | Hold |
33,741
| – | – | 1.82% | 22 |
|
|
2014
Q3 | $1.49M | Sell |
33,741
-156
| -0.5% | -$6.88K | 1.49% | 28 |
|
|
2014
Q2 | $617K | Sell |
33,897
-218
| -0.6% | -$3.97K | 0.56% | 59 |
|
|
2014
Q1 | $1.67M | Buy |
34,115
+48
| +0.1% | +$2.35K | 1.71% | 24 |
|
|
2013
Q4 | $1.75M | Buy |
+34,067
| New | +$1.75M | 1.84% | 21 |
|