Barnes Pettey Financial 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 | $397K | Buy |
10,886
+2,004
| +23% | +$73.1K | 0.27% | 66 |
|
|
2025
Q1 | $306K | Hold |
8,882
| – | – | 0.24% | 73 |
|
|
2024
Q4 | $314K | Hold |
8,882
| – | – | 0.24% | 74 |
|
|
2024
Q3 | $283K | Hold |
8,882
| – | – | 0.23% | 76 |
|
|
2024
Q2 | $267K | Buy |
8,882
+750
| +9% | +$22.5K | 0.23% | 72 |
|
|
2024
Q1 | $229K | Hold |
8,132
| – | – | 0.2% | 84 |
|
|
2023
Q4 | $227K | Sell |
8,132
-1,910
| -19% | -$53.3K | 0.18% | 90 |
|
|
2023
Q3 | $218K | Hold |
10,042
| – | – | 0.2% | 86 |
|
|
2023
Q2 | $212K | Sell |
10,042
-22
| -0.2% | -$465 | 0.18% | 95 |
|
|
2023
Q1 | $249K | Hold |
10,064
| – | – | 0.24% | 85 |
|
|
2022
Q4 | $351K | Hold |
10,064
| – | – | 0.36% | 63 |
|
|
2022
Q3 | $308K | Sell |
10,064
-1,288
| -11% | -$39.4K | 0.42% | 63 |
|
|
2022
Q2 | $331K | Buy |
11,352
+301
| +3% | +$8.78K | 0.43% | 60 |
|
|
2022
Q1 | $336K | Hold |
11,051
| – | – | 0.41% | 63 |
|
|
2021
Q4 | $359K | Buy |
+11,051
| New | +$359K | 0.41% | 60 |
|