Steward Partners Investment Advisory’s Trustco Bank Corp NY TRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Hold |
406
| – | – | ﹤0.01% | 3070 |
|
|
2025
Q1 | $12.4K | Hold |
406
| – | – | ﹤0.01% | 2998 |
|
|
2024
Q4 | $13.5K | Hold |
406
| – | – | ﹤0.01% | 2965 |
|
|
2024
Q3 | $13.4K | Sell |
406
-60
| -13% | -$1.98K | ﹤0.01% | 2835 |
|
|
2024
Q2 | $13.4K | Hold |
466
| – | – | ﹤0.01% | 2694 |
|
|
2024
Q1 | $13.1K | Hold |
466
| – | – | ﹤0.01% | 2706 |
|
|
2023
Q4 | $14.5K | Hold |
466
| – | – | ﹤0.01% | 2547 |
|
|
2023
Q3 | $12.7K | Hold |
466
| – | – | ﹤0.01% | 2494 |
|
|
2023
Q2 | $13.3K | Hold |
466
| – | – | ﹤0.01% | 2473 |
|
|
2023
Q1 | $14.9K | Hold |
466
| – | – | ﹤0.01% | 2377 |
|
|
2022
Q4 | $17.5K | Hold |
466
| – | – | ﹤0.01% | 2300 |
|
|
2022
Q3 | $15K | Hold |
466
| – | – | ﹤0.01% | 2361 |
|
|
2022
Q2 | $14K | Hold |
466
| – | – | ﹤0.01% | 2393 |
|
|
2022
Q1 | $15K | Hold |
466
| – | – | ﹤0.01% | 2501 |
|
|
2021
Q4 | $16K | Buy |
466
+365
| +361% | +$12.5K | ﹤0.01% | 2423 |
|
|
2021
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2949 |
|
|
2021
Q2 | $3K | Sell |
101
-1,771
| -95% | -$52.6K | ﹤0.01% | 6800 |
|
|
2021
Q1 | $69K | Buy |
1,872
+871
| +87% | +$32.1K | ﹤0.01% | 1823 |
|
|
2020
Q4 | $33K | Hold |
1,001
| – | – | ﹤0.01% | 1865 |
|
|
2020
Q3 | $26K | Buy |
1,001
+41
| +4% | +$1.07K | ﹤0.01% | 1792 |
|
|
2020
Q2 | $30K | Hold |
960
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q1 | $25K | Buy |
960
+60
| +7% | +$1.56K | ﹤0.01% | 1528 |
|
|
2019
Q4 | $39K | Hold |
900
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $35K | Buy |
+900
| New | +$35K | ﹤0.01% | 1470 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$11K | – | 2052 |
|
|
2018
Q3 | $11K | Hold |
266
| – | – | ﹤0.01% | 1848 |
|
|
2018
Q2 | $12K | Buy |
+266
| New | +$12K | ﹤0.01% | 1677 |
|