GoalVest Advisory’s Trustmark TRMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.4K Hold
1,985
0.02% 186
2025
Q1
$68.5K Hold
1,985
0.02% 164
2024
Q4
$70.2K Hold
1,985
0.02% 166
2024
Q3
$63.2K Buy
+1,985
New +$63.2K 0.02% 172