Barnes Pettey Financial Advisors’s Trustmark TRMK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Hold	11,336	–	–	0.21%	91
2025 Q4	$442K	Buy	11,336 +450	+4%	+$17.5K	0.22%	84
2025 Q3	$431K	Hold	10,886	–	–	0.24%	74
2025 Q2	$397K	Buy	10,886 +2,004	+23%	+$68.6K	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%	+$21.5K	0.23%	72
2024 Q1	$229K	Hold	8,132	–	–	0.2%	84
2023 Q4	$227K	Sell	8,132 -1,910	-19%	-$44.3K	0.18%	90
2023 Q3	$218K	Hold	10,042	–	–	0.2%	86
2023 Q2	$212K	Sell	10,042 -22	-0.2%	-$496	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%	-$40.8K	0.42%	63
2022 Q2	$331K	Buy	11,352 +301	+3%	+$8.7K	0.43%	60
2022 Q1	$336K	Hold	11,051	–	–	0.41%	63
2021 Q4	$359K	Buy	+11,051	New	+$361K	0.41%	60