Legacy Wealth Management (Mississippi)’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
10,700
-211
| -2% | -$7.69K | 0.12% | 68 |
|
|
2025
Q1 | $376K | Buy |
10,911
+211
| +2% | +$7.28K | 0.12% | 71 |
|
|
2024
Q4 | $378K | Hold |
10,700
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $340K | Buy |
10,700
+1,000
| +10% | +$31.8K | 0.13% | 83 |
|
|
2024
Q2 | $291K | Hold |
9,700
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $273K | Hold |
9,700
| – | – | 0.12% | 65 |
|
|
2023
Q4 | $270K | Hold |
9,700
| – | – | 0.13% | 68 |
|
|
2023
Q3 | $211K | Hold |
9,700
| – | – | 0.11% | 73 |
|
|
2023
Q2 | $205K | Hold |
9,700
| – | – | 0.1% | 70 |
|
|
2023
Q1 | $240K | Hold |
9,700
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $339K | Hold |
9,700
| – | – | 0.2% | 67 |
|
|
2022
Q3 | $297K | Hold |
9,700
| – | – | 0.2% | 72 |
|
|
2022
Q2 | $283K | Hold |
9,700
| – | – | 0.17% | 76 |
|
|
2022
Q1 | $295K | Hold |
9,700
| – | – | 0.15% | 87 |
|
|
2021
Q4 | $315K | Hold |
9,700
| – | – | 0.16% | 90 |
|
|
2021
Q3 | $313K | Sell |
9,700
-1,300
| -12% | -$41.9K | 0.17% | 93 |
|
|
2021
Q2 | $339K | Sell |
11,000
-1,400
| -11% | -$43.1K | 0.19% | 88 |
|
|
2021
Q1 | $417K | Hold |
12,400
| – | – | 0.25% | 74 |
|
|
2020
Q4 | $339K | Hold |
12,400
| – | – | 0.21% | 81 |
|
|
2020
Q3 | $265K | Hold |
12,400
| – | – | 0.18% | 92 |
|
|
2020
Q2 | $304K | Hold |
12,400
| – | – | 0.23% | 80 |
|
|
2020
Q1 | $289K | Hold |
12,400
| – | – | 0.27% | 77 |
|
|
2019
Q4 | $428K | Buy |
+12,400
| New | +$428K | 0.37% | 70 |
|