HB Wealth Management’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
10,903
-63,732
| -85% | -$2.32M | ﹤0.01% | 813 |
|
|
2025
Q1 | $2.57M | Buy |
74,635
+1
| +0% | +$34 | 0.02% | 325 |
|
|
2024
Q4 | $2.64M | Buy |
74,634
+528
| +0.7% | +$18.7K | 0.03% | 241 |
|
|
2024
Q3 | $2.36M | Buy |
74,106
+54
| +0.1% | +$1.72K | 0.03% | 252 |
|
|
2024
Q2 | $2.22M | Hold |
74,052
| – | – | 0.03% | 247 |
|
|
2024
Q1 | $2.08M | Sell |
74,052
-1,479
| -2% | -$41.6K | 0.03% | 238 |
|
|
2023
Q4 | $2.11M | Sell |
75,531
-21,174
| -22% | -$590K | 0.03% | 220 |
|
|
2023
Q3 | $2.1M | Hold |
96,705
| – | – | 0.03% | 202 |
|
|
2023
Q2 | $2.04M | Buy |
96,705
+172
| +0.2% | +$3.63K | 0.03% | 197 |
|
|
2023
Q1 | $2.38M | Sell |
96,533
-187
| -0.2% | -$4.62K | 0.04% | 180 |
|
|
2022
Q4 | $3.38M | Buy |
96,720
+57,772
| +148% | +$2.02M | 0.06% | 144 |
|
|
2022
Q3 | $1.19M | Hold |
38,948
| – | – | 0.03% | 238 |
|
|
2022
Q2 | $1.14M | Hold |
38,948
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $1.18M | Buy |
38,948
+10,265
| +36% | +$312K | 0.02% | 250 |
|
|
2021
Q4 | $931K | Buy |
+28,683
| New | +$931K | 0.02% | 246 |
|