Center for Financial Planning’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7K | Hold |
1,500
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $51.7K | Hold |
1,500
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $53.1K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $47.7K | Hold |
1,500
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $45.1K | Hold |
1,500
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $42.2K | Buy |
+1,500
| New | +$42.2K | 0.01% | 261 |
|