CAPTRUST 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 | $400K | Buy |
9,490
+59
| +0.6% | +$2.49K | ﹤0.01% | 2185 |
|
|
2025
Q4 | $367K | Buy |
9,431
+14
| +0.1% | +$545 | ﹤0.01% | 2098 |
|
|
2025
Q3 | $373K | Buy |
9,417
+1,721
| +22% | +$67.1K | ﹤0.01% | 2016 |
|
|
2025
Q2 | $281K | Sell |
7,696
-299
| -4% | -$10.2K | ﹤0.01% | 2105 |
|
|
2025
Q1 | $276K | Buy |
7,995
+273
| +4% | +$9.74K | ﹤0.01% | 1986 |
|
|
2024
Q4 | $273K | Buy |
7,722
+949
| +14% | +$34.3K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $216K | Sell |
6,773
-817
| -11% | -$26.3K | ﹤0.01% | 2085 |
|
|
2024
Q2 | $228K | Buy |
7,590
+48
| +0.6% | +$1.38K | ﹤0.01% | 1969 |
|
|
2024
Q1 | $212K | Buy |
+7,542
| New | +$203K | ﹤0.01% | 1973 |
|
|
2023
Q4 | – | Sell |
-10,007
| Closed | -$217K | – | 2797 |
|
|
2023
Q3 | $217K | Buy |
+10,007
| New | +$232K | ﹤0.01% | 2233 |
|
|
2022
Q3 | – | Sell |
-5,945
| Closed | -$174K | – | 3902 |
|
|
2022
Q2 | $174K | Buy |
5,945
+4,627
| +351% | +$134K | ﹤0.01% | 1791 |
|
|
2022
Q1 | $40K | Sell |
1,318
-194
| -13% | -$6.28K | ﹤0.01% | 2953 |
|
|
2021
Q4 | $49K | Buy |
1,512
+69
| +5% | +$2.26K | ﹤0.01% | 2693 |
|
|
2021
Q3 | $46K | Buy |
1,443
+145
| +11% | +$4.45K | ﹤0.01% | 2638 |
|
|
2021
Q2 | $40K | Sell |
1,298
-9
| -0.7% | -$297 | ﹤0.01% | 2660 |
|
|
2021
Q1 | $44K | Buy |
1,307
+144
| +12% | +$4.5K | ﹤0.01% | 2514 |
|
|
2020
Q4 | $32K | Buy |
1,163
+100
| +9% | +$2.5K | ﹤0.01% | 2041 |
|
|
2020
Q3 | $23K | Sell |
1,063
-330
| -24% | -$7.58K | ﹤0.01% | 1915 |
|
|
2020
Q2 | $33K | Buy |
+1,393
| New | +$33.5K | ﹤0.01% | 1773 |
|
|
2019
Q4 | – | Sell |
-833
| Closed | -$28K | – | 1745 |
|
|
2019
Q3 | $28K | Sell |
833
-9
| -1% | -$303 | ﹤0.01% | 1199 |
|
|
2019
Q2 | $28K | Sell |
842
-10
| -1% | -$338 | ﹤0.01% | 1170 |
|
|
2019
Q1 | $29K | Sell |
852
-11
| -1% | -$360 | ﹤0.01% | 1053 |
|
|
2018
Q4 | $25K | Buy |
863
+532
| +161% | +$16.5K | ﹤0.01% | 959 |
|
|
2018
Q3 | $11K | Sell |
331
-24
| -7% | -$836 | ﹤0.01% | 1213 |
|
|
2018
Q2 | $12K | Hold |
355
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q1 | $11K | Sell |
355
-25
| -7% | -$805 | ﹤0.01% | 1007 |
|
|
2017
Q4 | $12K | Buy |
+380
| New | +$12.6K | ﹤0.01% | 951 |
|
Other funds holding TRMK
VPM
VCM
NRCM
