BankPlus Wealth Management’s Trustmark TRMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
11,372
-953
-8% -$34.7K 0.28% 76
2025
Q1
$425K Buy
12,325
+76
+0.6% +$2.62K 0.31% 66
2024
Q4
$433K Buy
+12,249
New +$433K 0.32% 64