LPL Financial’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
73,937
+9,135
| +14% | +$333K | ﹤0.01% | 2826 |
|
|
2025
Q1 | $2.24M | Buy |
64,802
+415
| +0.6% | +$14.3K | ﹤0.01% | 2833 |
|
|
2024
Q4 | $2.28M | Buy |
64,387
+12,890
| +25% | +$456K | ﹤0.01% | 2731 |
|
|
2024
Q3 | $1.64M | Buy |
51,497
+1,038
| +2% | +$33K | ﹤0.01% | 2892 |
|
|
2024
Q2 | $1.52M | Buy |
50,459
+224
| +0.4% | +$6.73K | ﹤0.01% | 2831 |
|
|
2024
Q1 | $1.41M | Sell |
50,235
-13,707
| -21% | -$385K | ﹤0.01% | 2846 |
|
|
2023
Q4 | $1.78M | Buy |
63,942
+25,302
| +65% | +$705K | ﹤0.01% | 2495 |
|
|
2023
Q3 | $840K | Buy |
38,640
+18,070
| +88% | +$393K | ﹤0.01% | 3025 |
|
|
2023
Q2 | $434K | Sell |
20,570
-750
| -4% | -$15.8K | ﹤0.01% | 3522 |
|
|
2023
Q1 | $527K | Buy |
21,320
+592
| +3% | +$14.6K | ﹤0.01% | 3262 |
|
|
2022
Q4 | $724K | Buy |
20,728
+974
| +5% | +$34K | ﹤0.01% | 2908 |
|
|
2022
Q3 | $605K | Sell |
19,754
-999
| -5% | -$30.6K | ﹤0.01% | 2958 |
|
|
2022
Q2 | $606K | Buy |
20,753
+1,157
| +6% | +$33.8K | ﹤0.01% | 3028 |
|
|
2022
Q1 | $596K | Sell |
19,596
-1,077
| -5% | -$32.8K | ﹤0.01% | 3043 |
|
|
2021
Q4 | $671K | Sell |
20,673
-13,188
| -39% | -$428K | ﹤0.01% | 3014 |
|
|
2021
Q3 | $1.09M | Sell |
33,861
-5,259
| -13% | -$169K | ﹤0.01% | 2531 |
|
|
2021
Q2 | $1.21M | Buy |
39,120
+9,551
| +32% | +$294K | ﹤0.01% | 2408 |
|
|
2021
Q1 | $995K | Sell |
29,569
-786
| -3% | -$26.4K | ﹤0.01% | 2387 |
|
|
2020
Q4 | $829K | Sell |
30,355
-116
| -0.4% | -$3.17K | ﹤0.01% | 2330 |
|
|
2020
Q3 | $652K | Buy |
30,471
+21,054
| +224% | +$451K | ﹤0.01% | 2245 |
|
|
2020
Q2 | $231K | Sell |
9,417
-827
| -8% | -$20.3K | ﹤0.01% | 3004 |
|
|
2020
Q1 | $239K | Sell |
10,244
-204
| -2% | -$4.76K | ﹤0.01% | 2667 |
|
|
2019
Q4 | $361K | Sell |
10,448
-1,737
| -14% | -$60K | ﹤0.01% | 2624 |
|
|
2019
Q3 | $416K | Sell |
12,185
-486
| -4% | -$16.6K | ﹤0.01% | 2412 |
|
|
2019
Q2 | $421K | Buy |
12,671
+1,328
| +12% | +$44.1K | ﹤0.01% | 2396 |
|
|
2019
Q1 | $381K | Sell |
11,343
-35
| -0.3% | -$1.18K | ﹤0.01% | 2432 |
|
|
2018
Q4 | $323K | Sell |
11,378
-723
| -6% | -$20.5K | ﹤0.01% | 2393 |
|
|
2018
Q3 | $407K | Buy |
12,101
+198
| +2% | +$6.66K | ﹤0.01% | 2400 |
|
|
2018
Q2 | $388K | Sell |
11,903
-475
| -4% | -$15.5K | ﹤0.01% | 2402 |
|
|
2018
Q1 | $386K | Buy |
12,378
+1,799
| +17% | +$56.1K | ﹤0.01% | 2360 |
|
|
2017
Q4 | $337K | Buy |
10,579
+2,727
| +35% | +$86.9K | ﹤0.01% | 2368 |
|
|
2017
Q3 | $260K | Buy |
+7,852
| New | +$260K | ﹤0.01% | 2468 |
|
|
2017
Q1 | – | Sell |
-7,533
| Closed | -$269K | – | 2808 |
|
|
2016
Q4 | $269K | Buy |
+7,533
| New | +$269K | ﹤0.01% | 2259 |
|
|
2016
Q2 | – | Sell |
-16,484
| Closed | -$369K | – | 2969 |
|
|
2016
Q1 | $369K | Buy |
16,484
+800
| +5% | +$17.9K | ﹤0.01% | 2369 |
|
|
2015
Q4 | $355K | Buy |
+15,684
| New | +$355K | ﹤0.01% | 2418 |
|
|
2015
Q3 | – | Sell |
-8,242
| Closed | -$205K | – | 2896 |
|
|
2015
Q2 | $205K | Buy |
+8,242
| New | +$205K | ﹤0.01% | 2606 |
|