SFMG Wealth Advisors’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

SFMG Wealth Advisors’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	-24,750	Closed	-$426K	–	176
2020 Q1	$426K	Hold	24,750	–	–	0.06%	83
2019 Q4	$618K	Hold	24,750	–	–	0.08%	91
2019 Q3	$594K	Hold	24,750	–	–	0.08%	78
2019 Q2	$601K	Buy	+24,750	New	+$581K	0.08%	73

Other funds holding CSFL

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

SFMG Wealth Advisors's CSFL Position: Q2 2020 in Review

SFMG Wealth Advisors sold out of CenterState Bank Corporation Common Stock (CSFL) in Q2 2020, closing a stake of 24,750 shares — an estimated $426K sold.

SFMG Wealth Advisors first reported a position in CSFL in Q2 2019 and held it in 4 quarters. The position peaked at $618K in Q4 2019. 2 funds tracked by Wall St. Rank hold CSFL as of Q2 2020.

SFMG Wealth Advisors reported no remaining CenterState Bank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
SFMG Wealth Advisors sold 24,750 CenterState Bank Corporation Common Stock shares in Q2 2020, an estimated $426K.
SFMG Wealth Advisors first reported a position in CenterState Bank Corporation Common Stock in Q2 2019 and held it in 4 quarters.
SFMG Wealth Advisors's CenterState Bank Corporation Common Stock position peaked at $618K in Q4 2019.
2 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q2 2020.

Based on SFMG Wealth Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.