Ballew Advisors’s Trustmark TRMK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Buy	11,185 +104	+0.9%	+$4.01K	0.26%	74
2025 Q1	$346K	Buy	11,081 +1,231	+12%	+$38.4K	0.23%	79
2024 Q4	$330K	Sell	9,850 -143	-1%	-$4.8K	0.21%	80
2024 Q3	$319K	Sell	9,993 -16,828	-63%	-$537K	0.21%	80
2024 Q2	$865K	Sell	26,821 -979	-4%	-$31.6K	0.57%	41
2024 Q1	$737K	Sell	27,800 -6,725	-19%	-$178K	0.51%	53
2023 Q4	$918K	Buy	34,525 +217	+0.6%	+$5.77K	0.69%	37
2023 Q3	$734K	Buy	34,308 +11,951	+53%	+$256K	0.6%	48
2023 Q2	$483K	Hold	22,357	–	–	0.35%	69
2023 Q1	$485K	Buy	22,357 +15,351	+219%	+$333K	0.35%	70
2022 Q4	$246K	Hold	7,006	–	–	0.19%	88
2022 Q3	$223K	Hold	7,006	–	–	0.2%	87
2022 Q2	$204K	Hold	7,006	–	–	0.19%	85
2022 Q1	$209K	Hold	7,006	–	–	0.16%	99
2021 Q4	$247K	Hold	7,006	–	–	0.17%	93
2021 Q3	$234K	Hold	7,006	–	–	0.17%	92
2021 Q2	$211K	Sell	7,006 -7,006	-50%	-$211K	0.15%	107
2021 Q1	$476K	Buy	14,012 +7,006	+100%	+$238K	0.18%	96
2020 Q4	$211K	Buy	+7,006	New	+$211K	0.16%	99
2020 Q1	–	Sell	-8,496	Closed	-$288K	–	90
2019 Q4	$288K	Sell	8,496 -90	-1%	-$3.05K	0.25%	74
2019 Q3	$287K	Sell	8,586 -166	-2%	-$5.55K	0.26%	72
2019 Q2	$284K	Sell	8,752 -140	-2%	-$4.54K	0.26%	73
2019 Q1	$324K	Sell	8,892 -364	-4%	-$13.3K	0.3%	65
2018 Q4	$303K	Buy	9,256 +17	+0.2%	+$557	0.28%	70
2018 Q3	$271K	Sell	9,239 -3,139	-25%	-$92.1K	0.25%	67
2018 Q2	$404K	Sell	12,378 -163	-1%	-$5.32K	0.46%	50
2018 Q1	$391K	Buy	12,541 +116	+0.9%	+$3.62K	0.34%	57
2017 Q4	$396K	Buy	+12,425	New	+$396K	0.39%	56