Lido 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	–	Sell	-9,857	Closed	-$340K	–	1534
2025 Q1	$340K	Sell	9,857 -201	-2%	-$6.93K	﹤0.01%	1075
2024 Q4	$356K	Buy	10,058 +2,572	+34%	+$91K	﹤0.01%	1039
2024 Q3	$238K	Buy	+7,486	New	+$238K	﹤0.01%	1123