Montag & Associates’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Hold |
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|
2025
Q1 | $4.11K | Hold |
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|
2024
Q4 | $4.21K | Hold |
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|
2024
Q3 | $3.79K | Sell |
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|
2024
Q2 | $7.15K | Hold |
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|
2024
Q1 | $6.69K | Sell |
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|
2023
Q4 | $7.44K | Hold |
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|
2023
Q3 | $5.8K | Hold |
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|
2023
Q2 | $5.64K | Hold |
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|
2023
Q1 | $6.59K | Hold |
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|
2022
Q4 | $9.32K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $7K | Buy |
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