Aptus Capital Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
12,985
-12
| -0.1% | -$438 | ﹤0.01% | 676 |
|
|
2025
Q1 | $448K | Sell |
12,997
-2,377
| -15% | -$82K | ﹤0.01% | 661 |
|
|
2024
Q4 | $544K | Sell |
15,374
-1,514
| -9% | -$53.6K | 0.01% | 603 |
|
|
2024
Q3 | $537K | Buy |
+16,888
| New | +$537K | 0.01% | 519 |
|
|
2020
Q1 | – | Sell |
-6,120
| Closed | -$211K | – | 481 |
|
|
2019
Q4 | $211K | Sell |
6,120
-1,690
| -22% | -$58.3K | 0.02% | 291 |
|
|
2019
Q3 | $266K | Buy |
7,810
+1
| +0% | +$34 | 0.01% | 284 |
|
|
2019
Q2 | $259K | Buy |
+7,809
| New | +$259K | 0.04% | 281 |
|
|
2019
Q1 | – | Sell |
-7,809
| Closed | -$222K | – | 313 |
|
|
2018
Q4 | $222K | Buy |
+7,809
| New | +$222K | 0.06% | 136 |
|