JFS Wealth 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 | $2.23K | Buy |
61
+4
| +7% | +$146 | ﹤0.01% | 1370 |
|
|
2025
Q1 | $1.97K | Buy |
57
+10
| +21% | +$345 | ﹤0.01% | 1472 |
|
|
2024
Q4 | $1.66K | Buy |
47
+4
| +9% | +$142 | ﹤0.01% | 1544 |
|
|
2024
Q3 | $1.37K | Buy |
43
+2
| +5% | +$64 | ﹤0.01% | 1616 |
|
|
2024
Q2 | $1.23K | Hold |
41
| – | – | ﹤0.01% | 1620 |
|
|
2024
Q1 | $1.15K | Buy |
41
+15
| +58% | +$422 | ﹤0.01% | 1621 |
|
|
2023
Q4 | $725 | Sell |
26
-28
| -52% | -$781 | ﹤0.01% | 1723 |
|
|
2023
Q3 | $1.17K | Buy |
54
+20
| +59% | +$435 | ﹤0.01% | 1551 |
|
|
2023
Q2 | $719 | Buy |
34
+10
| +42% | +$211 | ﹤0.01% | 1693 |
|
|
2023
Q1 | $593 | Sell |
24
-46
| -66% | -$1.14K | ﹤0.01% | 1699 |
|
|
2022
Q4 | $2.44K | Buy |
70
+11
| +19% | +$384 | ﹤0.01% | 1296 |
|
|
2022
Q3 | $2K | Buy |
59
+16
| +37% | +$542 | ﹤0.01% | 1405 |
|
|
2022
Q2 | $1K | Sell |
43
-4
| -9% | -$93 | ﹤0.01% | 1654 |
|
|
2022
Q1 | $1K | Buy |
47
+26
| +124% | +$553 | ﹤0.01% | 1745 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1582 |
|