EverSource Wealth Advisors’s Trustmark TRMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Buy |
1,248
+1,022
| +452% | +$37.3K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $7.8K | Buy |
226
+78
| +53% | +$2.69K | ﹤0.01% | 2257 |
|
|
2024
Q4 | $5.24K | Buy |
148
+125
| +543% | +$4.42K | ﹤0.01% | 2324 |
|
|
2024
Q3 | $732 | Hold |
23
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q2 | $799 | Buy |
+23
| New | +$799 | ﹤0.01% | 2785 |
|
|
2023
Q1 | – | Sell |
-105
| Closed | -$3.67K | – | 2537 |
|
|
2022
Q4 | $3.67K | Hold |
105
| – | – | ﹤0.01% | 1717 |
|
|
2022
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 1589 |
|
|
2022
Q2 | $3K | Sell |
105
-93
| -47% | -$2.66K | ﹤0.01% | 1439 |
|
|
2022
Q1 | $6K | Hold |
198
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q4 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 1204 |
|