Creative Planning’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 | $255K | Sell |
6,060
-2,789
| -32% | -$118K | ﹤0.01% | 3549 |
|
|
2025
Q4 | $345K | Buy |
8,849
+697
| +9% | +$27.1K | ﹤0.01% | 3148 |
|
|
2025
Q3 | $323K | Buy |
+8,152
| New | +$318K | ﹤0.01% | 3082 |
|
|
2023
Q2 | – | Sell |
-9,767
| Closed | -$241K | – | 2825 |
|
|
2023
Q1 | $241K | Sell |
9,767
-855
| -8% | -$25.3K | ﹤0.01% | 1978 |
|
|
2022
Q4 | $371K | Buy |
10,622
+87
| +0.8% | +$3.04K | ﹤0.01% | 1586 |
|
|
2022
Q3 | $323K | Buy |
10,535
+929
| +10% | +$29.5K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $280K | Sell |
9,606
-4,715
| -33% | -$136K | ﹤0.01% | 1661 |
|
|
2022
Q1 | $435K | Sell |
14,321
-981
| -6% | -$31.8K | ﹤0.01% | 1403 |
|
|
2021
Q4 | $497K | Hold |
15,302
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q3 | $493K | Hold |
15,302
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q2 | $471K | Sell |
15,302
-3,473
| -18% | -$115K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $632K | Buy |
18,775
+11
| +0.1% | +$344 | ﹤0.01% | 1278 |
|
|
2020
Q4 | $512K | Sell |
18,764
-85
| -0.5% | -$2.13K | ﹤0.01% | 1292 |
|
|
2020
Q3 | $404K | Hold |
18,849
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q2 | $462K | Sell |
18,849
-52
| -0.3% | -$1.25K | ﹤0.01% | 1074 |
|
|
2020
Q1 | $440K | Buy |
18,901
+106
| +0.6% | +$3.16K | ﹤0.01% | 1010 |
|
|
2019
Q4 | $649K | Buy |
+18,795
| New | +$649K | ﹤0.01% | 979 |
|
|
2019
Q3 | – | Sell |
-6,767
| Closed | -$225K | – | 2109 |
|
|
2019
Q2 | $225K | Sell |
6,767
-3,306
| -33% | -$112K | ﹤0.01% | 1539 |
|
|
2019
Q1 | $339K | Buy |
10,073
+6
| +0.1% | +$196 | ﹤0.01% | 1266 |
|
|
2018
Q4 | $286K | Hold |
10,067
| – | – | ﹤0.01% | 1257 |
|
|
2018
Q3 | $339K | Buy |
10,067
+3,124
| +45% | +$109K | ﹤0.01% | 1317 |
|
|
2018
Q2 | $227K | Buy |
+6,943
| New | +$224K | ﹤0.01% | 1557 |
|
|
2017
Q3 | – | Sell |
-3,705
| Closed | -$119K | – | 3569 |
|
|
2017
Q2 | $119K | Buy |
3,705
+241
| +7% | +$7.73K | ﹤0.01% | 1867 |
|
|
2017
Q1 | $110K | Buy |
3,464
+59
| +2% | +$1.96K | ﹤0.01% | 1891 |
|
|
2016
Q4 | $121K | Sell |
3,405
-39
| -1% | -$1.23K | ﹤0.01% | 1731 |
|
|
2016
Q3 | $95K | Buy |
+3,444
| New | +$92.4K | ﹤0.01% | 1879 |
|
|
2015
Q2 | – | Sell |
-97
| Closed | -$2K | – | 2869 |
|
|
2015
Q1 | $2K | Buy |
+97
| New | +$2.25K | ﹤0.01% | 3908 |
|
|
2014
Q4 | – | Sell |
-63
| Closed | -$1K | – | 4350 |
|
|
2014
Q3 | $1K | Buy |
+63
| New | +$1.49K | ﹤0.01% | 3870 |
|
Other funds holding TRMK
VPM
VCM
NRCM
