Integrated Investment Consultants’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
8,180
-6,866
| -46% | -$250K | 0.06% | 240 |
|
|
2025
Q1 | $519K | Sell |
15,046
-6
| -0% | -$207 | 0.1% | 148 |
|
|
2024
Q4 | $532K | Sell |
15,052
-82
| -0.5% | -$2.9K | 0.11% | 146 |
|
|
2024
Q3 | $482K | Sell |
15,134
-603
| -4% | -$19.2K | 0.1% | 144 |
|
|
2024
Q2 | $442K | Hold |
15,737
| – | – | 0.12% | 137 |
|
|
2024
Q1 | $442K | Sell |
15,737
-886
| -5% | -$24.9K | 0.12% | 137 |
|
|
2023
Q4 | $463K | Buy |
16,623
+77
| +0.5% | +$2.15K | 0.15% | 130 |
|
|
2023
Q3 | $360K | Buy |
16,546
+2,809
| +20% | +$61K | 0.13% | 139 |
|
|
2023
Q2 | $290K | Hold |
13,737
| – | – | 0.09% | 198 |
|
|
2023
Q1 | $339K | Buy |
13,737
+1,777
| +15% | +$43.9K | 0.11% | 172 |
|
|
2022
Q4 | $418K | Sell |
11,960
-215
| -2% | -$7.51K | 0.14% | 109 |
|
|
2022
Q3 | $373K | Hold |
12,175
| – | – | 0.15% | 115 |
|
|
2022
Q2 | $355K | Buy |
12,175
+4,546
| +60% | +$133K | 0.13% | 124 |
|
|
2022
Q1 | $232K | Buy |
7,629
+183
| +2% | +$5.57K | 0.06% | 259 |
|
|
2021
Q4 | $242K | Sell |
7,446
-9
| -0.1% | -$293 | 0.06% | 259 |
|
|
2021
Q3 | $240K | Buy |
7,455
+77
| +1% | +$2.48K | 0.07% | 250 |
|
|
2021
Q2 | $227K | Buy |
7,378
+54
| +0.7% | +$1.66K | 0.07% | 250 |
|
|
2021
Q1 | $247K | Buy |
+7,324
| New | +$247K | 0.09% | 213 |
|
|
2018
Q4 | – | Sell |
-6,117
| Closed | -$206K | – | 183 |
|
|
2018
Q3 | $206K | Buy |
+6,117
| New | +$206K | 0.1% | 168 |
|
|
2018
Q2 | – | Sell |
-5,951
| Closed | -$185K | – | 639 |
|
|
2018
Q1 | $185K | Buy |
+5,951
| New | +$185K | 0.07% | 197 |
|
|
2017
Q3 | $163K | Hold |
4,925
| – | – | 0.07% | 192 |
|
|
2017
Q2 | $158K | Buy |
4,925
+598
| +14% | +$19.2K | 0.07% | 200 |
|
|
2017
Q1 | $138K | Hold |
4,327
| – | – | 0.06% | 215 |
|
|
2016
Q4 | $154K | Sell |
4,327
-10
| -0.2% | -$356 | 0.07% | 189 |
|
|
2016
Q3 | $118K | Sell |
4,337
-4
| -0.1% | -$109 | 0.06% | 227 |
|
|
2016
Q2 | $108K | Hold |
4,341
| – | – | 0.06% | 247 |
|
|
2016
Q1 | $97K | Buy |
+4,341
| New | +$97K | 0.06% | 240 |
|