Carroll Financial Associates’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-471
Closed -$21K 1780
2020
Q2
$21K Sell
471
-372
-44% -$15.4K ﹤0.01% 846
2020
Q1
$30K Buy
843
+503
+148% +$31.3K ﹤0.01% 704
2019
Q4
$25K Hold
340
﹤0.01% 825
2019
Q3
$25K Hold
340
﹤0.01% 769
2019
Q2
$25K Hold
340
﹤0.01% 770
2019
Q1
$24K Buy
340
+110
+48% +$8.16K ﹤0.01% 712
2018
Q4
$15K Hold
230
﹤0.01% 752
2018
Q3
$18K Hold
230
﹤0.01% 745
2018
Q2
$17K Hold
230
﹤0.01% 734
2018
Q1
$17K Hold
230
﹤0.01% 721
2017
Q4
$17K Hold
230
﹤0.01% 711
2017
Q3
$18K Hold
230
﹤0.01% 694
2017
Q2
$18K Hold
230
﹤0.01% 707
2017
Q1
$18K Hold
230
﹤0.01% 698
2016
Q4
$19K Hold
230
﹤0.01% 652
2016
Q3
$15K Hold
230
﹤0.01% 727
2016
Q2
$13K Hold
230
﹤0.01% 737
2016
Q1
$11K Buy
+230
New +$11.3K ﹤0.01% 755

Carroll Financial Associates's IBKC Position: Q3 2020 in Review

Carroll Financial Associates sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 471 shares — an estimated $21K sold.

Carroll Financial Associates first reported a position in IBKC in Q1 2016 and held it in 18 quarters. The position peaked at $30K in Q1 2020. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Carroll Financial Associates reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 471 IBERIABANK Corp shares in Q3 2020, an estimated $21K.
  • Carroll Financial Associates first reported a position in IBERIABANK Corp in Q1 2016 and held it in 18 quarters.
  • Carroll Financial Associates's IBERIABANK Corp position peaked at $30K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.