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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $323K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $632K | Buy |
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|
2020
Q4 | $512K | Sell |
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|
2020
Q3 | $404K | Hold |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $649K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $339K | Buy |
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|
2018
Q2 | $227K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $119K | Buy |
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|
2017
Q1 | $110K | Buy |
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|
2016
Q4 | $121K | Sell |
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|
2016
Q3 | $95K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Buy |
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