Cerity Partners’s Trustco Bank Corp NY TRST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $289K | Buy |
8,646
+253
| +3% | +$8.46K | ﹤0.01% | 2167 |
|
2025
Q1 | $256K | Buy |
8,393
+1,175
| +16% | +$35.8K | ﹤0.01% | 2096 |
|
2024
Q4 | $239K | Sell |
7,218
-7,166
| -50% | -$238K | ﹤0.01% | 2151 |
|
2024
Q3 | $476K | Buy |
14,384
+4,794
| +50% | +$159K | ﹤0.01% | 1798 |
|
2024
Q2 | $276K | Buy |
9,590
+1,456
| +18% | +$41.9K | ﹤0.01% | 1865 |
|
2024
Q1 | $229K | Buy |
+8,134
| New | +$229K | ﹤0.01% | 2033 |
|
2023
Q2 | – | Sell |
-224
| Closed | -$646K | – | 1944 |
|
2023
Q1 | $646K | Buy |
+224
| New | +$646K | ﹤0.01% | 1169 |
|