HighTower Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,526
| Closed | -$254K | – | 3948 |
|
|
2025
Q4 | $254K | Sell |
6,526
-4,722
| -42% | -$184K | ﹤0.01% | 3183 |
|
|
2025
Q3 | $445K | Sell |
11,248
-3,072
| -21% | -$120K | ﹤0.01% | 2707 |
|
|
2025
Q2 | $522K | Buy |
14,320
+2,733
| +24% | +$93.5K | ﹤0.01% | 2485 |
|
|
2025
Q1 | $400K | Sell |
11,587
-3,430
| -23% | -$122K | ﹤0.01% | 2644 |
|
|
2024
Q4 | $531K | Buy |
15,017
+26
| +0.2% | +$939 | ﹤0.01% | 2434 |
|
|
2024
Q3 | $479K | Buy |
14,991
+8,097
| +117% | +$260K | ﹤0.01% | 2421 |
|
|
2024
Q2 | $209K | Buy |
+6,894
| New | +$198K | ﹤0.01% | 2996 |
|
|
2023
Q3 | – | Sell |
-12,995
| Closed | -$279K | – | 3750 |
|
|
2023
Q2 | $279K | Buy |
12,995
+1,671
| +15% | +$37.7K | ﹤0.01% | 2613 |
|
|
2023
Q1 | $278K | Buy |
+11,324
| New | +$335K | ﹤0.01% | 2514 |
|
|
2022
Q4 | – | Sell |
-7,565
| Closed | -$231K | – | 3521 |
|
|
2022
Q3 | $231K | Sell |
7,565
-163
| -2% | -$5.17K | ﹤0.01% | 2512 |
|
|
2022
Q2 | $225K | Buy |
7,728
+724
| +10% | +$20.9K | ﹤0.01% | 2556 |
|
|
2022
Q1 | $213K | Buy |
7,004
+2
| +0% | +$65 | ﹤0.01% | 2806 |
|
|
2021
Q4 | $229K | Buy |
7,002
+2
| +0% | +$65 | ﹤0.01% | 2655 |
|
|
2021
Q3 | $228K | Buy |
7,000
+110
| +2% | +$3.38K | ﹤0.01% | 2617 |
|
|
2021
Q2 | $215K | Buy |
6,890
+52
| +0.8% | +$1.72K | ﹤0.01% | 2615 |
|
|
2021
Q1 | $231K | Buy |
+6,838
| New | +$214K | ﹤0.01% | 2488 |
|
|
2019
Q2 | – | Sell |
-37,568
| Closed | -$1.26M | – | 2514 |
|
|
2019
Q1 | $1.26M | Buy |
+37,568
| New | +$1.23M | 0.01% | 1036 |
|
Other funds holding TRMK
VPM
VCM
NRCM
