Caldwell Trust’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Caldwell Trust’s Portfolio CSFL Stock Details CSFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,222	Closed	-$211K	–	803
2020 Q1	$211K	Sell	12,222 -500	-4%	-$10.8K	0.04%	225
2019 Q4	$318K	Buy	+12,722	New	+$318K	0.05%	215

Other funds holding CSFL

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Caldwell Trust's CSFL Position: Q2 2020 in Review

Caldwell Trust sold out of CenterState Bank Corporation Common Stock (CSFL) in Q2 2020, closing a stake of 12,222 shares — an estimated $211K sold.

Caldwell Trust first reported a position in CSFL in Q4 2019 and held it in 2 quarters. The position peaked at $318K in Q4 2019. 2 funds tracked by Wall St. Rank hold CSFL as of Q2 2020.

Caldwell Trust reported no remaining CenterState Bank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
Caldwell Trust sold 12,222 CenterState Bank Corporation Common Stock shares in Q2 2020, an estimated $211K.
Caldwell Trust first reported a position in CenterState Bank Corporation Common Stock in Q4 2019 and held it in 2 quarters.
Caldwell Trust's CenterState Bank Corporation Common Stock position peaked at $318K in Q4 2019.
2 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.