HighTower Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $522K | Buy |
14,320
+2,733
| +24% | +$99.6K | ﹤0.01% | 2477 |
|
2025
Q1 | $400K | Sell |
11,587
-3,430
| -23% | -$118K | ﹤0.01% | 2631 |
|
2024
Q4 | $531K | Buy |
15,017
+26
| +0.2% | +$920 | ﹤0.01% | 2422 |
|
2024
Q3 | $479K | Buy |
14,991
+8,097
| +117% | +$259K | ﹤0.01% | 2418 |
|
2024
Q2 | $209K | Buy |
+6,894
| New | +$209K | ﹤0.01% | 2977 |
|
2023
Q3 | – | Sell |
-12,995
| Closed | -$279K | – | 3452 |
|
2023
Q2 | $279K | Buy |
12,995
+1,671
| +15% | +$35.9K | ﹤0.01% | 2600 |
|
2023
Q1 | $278K | Buy |
+11,324
| New | +$278K | ﹤0.01% | 2498 |
|
2022
Q4 | – | Sell |
-7,565
| Closed | -$231K | – | 3236 |
|
2022
Q3 | $231K | Sell |
7,565
-163
| -2% | -$4.98K | ﹤0.01% | 2498 |
|
2022
Q2 | $225K | Buy |
7,728
+724
| +10% | +$21.1K | ﹤0.01% | 2535 |
|
2022
Q1 | $213K | Buy |
7,004
+2
| +0% | +$61 | ﹤0.01% | 2777 |
|
2021
Q4 | $229K | Buy |
7,002
+2
| +0% | +$65 | ﹤0.01% | 2635 |
|
2021
Q3 | $228K | Buy |
7,000
+110
| +2% | +$3.58K | ﹤0.01% | 2603 |
|
2021
Q2 | $215K | Buy |
6,890
+52
| +0.8% | +$1.62K | ﹤0.01% | 2603 |
|
2021
Q1 | $231K | Buy |
+6,838
| New | +$231K | ﹤0.01% | 2478 |
|
2019
Q2 | – | Sell |
-37,568
| Closed | -$1.27M | – | 2342 |
|
2019
Q1 | $1.27M | Buy |
+37,568
| New | +$1.27M | 0.01% | 1036 |
|