IFP 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 | $66.4K | Sell |
1,108
-347
| -24% | -$20.8K | ﹤0.01% | 1890 |
|
|
2025
Q1 | $50.6K | Buy |
+1,455
| New | +$50.6K | ﹤0.01% | 1881 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3709 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$11K | – | 4845 |
|
|
2022
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 3603 |
|
|
2022
Q2 | $11K | Hold |
10
| – | – | ﹤0.01% | 3357 |
|
|
2022
Q1 | $11K | Buy |
+10
| New | +$11K | ﹤0.01% | 3357 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$3K | – | 3339 |
|
|
2018
Q4 | $3K | Buy |
100
+84
| +525% | +$2.52K | ﹤0.01% | 3023 |
|
|
2018
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3686 |
|
|
2017
Q4 | – | Sell |
-8,388
| Closed | -$278K | – | 4038 |
|
|
2017
Q3 | $278K | Sell |
8,388
-499
| -6% | -$16.5K | 0.01% | 952 |
|
|
2017
Q2 | $286K | Buy |
8,887
+253
| +3% | +$8.14K | 0.01% | 929 |
|
|
2017
Q1 | $274K | Buy |
8,634
+6
| +0.1% | +$190 | 0.01% | 949 |
|
|
2016
Q4 | $308K | Buy |
+8,628
| New | +$308K | 0.01% | 836 |
|