Montag & Associates’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Hold |
119
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $4.11K | Hold |
119
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $4.21K | Hold |
119
| – | – | ﹤0.01% | 851 |
|
|
2024
Q3 | $3.79K | Sell |
119
-119
| -50% | -$3.79K | ﹤0.01% | 888 |
|
|
2024
Q2 | $7.15K | Hold |
238
| – | – | ﹤0.01% | 797 |
|
|
2024
Q1 | $6.69K | Sell |
238
-29
| -11% | -$815 | ﹤0.01% | 793 |
|
|
2023
Q4 | $7.44K | Hold |
267
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $5.8K | Hold |
267
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $5.64K | Hold |
267
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $6.6K | Hold |
267
| – | – | ﹤0.01% | 790 |
|
|
2022
Q4 | $9.32K | Hold |
267
| – | – | ﹤0.01% | 740 |
|
|
2022
Q3 | $8K | Hold |
267
| – | – | ﹤0.01% | 749 |
|
|
2022
Q2 | $8K | Hold |
267
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $8K | Hold |
267
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $9K | Hold |
267
| – | – | ﹤0.01% | 737 |
|
|
2021
Q3 | $9K | Hold |
267
| – | – | ﹤0.01% | 737 |
|
|
2021
Q2 | $8K | Hold |
267
| – | – | ﹤0.01% | 747 |
|
|
2021
Q1 | $9K | Hold |
267
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $7K | Buy |
+267
| New | +$7K | ﹤0.01% | 734 |
|