SFMG Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,258	Closed	-$239K	–	191
2020 Q2	$239K	Buy	+5,258	New	+$239K	0.03%	140
2020 Q1	–	Sell	-7,110	Closed	-$532K	–	187
2019 Q4	$532K	Buy	7,110 +54	+0.8%	+$4.04K	0.07%	103
2019 Q3	$533K	Hold	7,056	–	–	0.07%	87
2019 Q2	$553K	Sell	7,056 -615	-8%	-$48.2K	0.08%	81
2019 Q1	$550K	Sell	7,671 -913	-11%	-$65.5K	0.08%	71
2018 Q4	$552K	Hold	8,584	–	–	0.09%	65
2018 Q3	$651K	Sell	8,584 -2,156	-20%	-$164K	0.1%	55
2018 Q2	$814K	Sell	10,740 -3,094	-22%	-$234K	0.13%	53
2018 Q1	$1.08M	Sell	13,834 -1,970	-12%	-$154K	0.18%	42
2017 Q4	$1.23M	Sell	15,804 -923	-6%	-$71.5K	0.2%	37
2017 Q3	$1.37M	Buy	16,727 +157	+0.9%	+$12.9K	0.27%	32
2017 Q2	$1.35M	Sell	16,570 -814	-5%	-$66.3K	0.28%	30
2017 Q1	$1.38M	Sell	17,384 -81	-0.5%	-$6.41K	0.28%	31
2016 Q4	$1.46M	Sell	17,465 -5,760	-25%	-$483K	0.31%	32
2016 Q3	$1.56M	Sell	23,225 -1,034	-4%	-$69.4K	0.34%	35
2016 Q2	$1.45M	Sell	24,259 -3,513	-13%	-$210K	0.32%	33
2016 Q1	$1.42M	Buy	27,772 +238	+0.9%	+$12.2K	0.31%	37
2015 Q4	$1.52M	Hold	27,534	–	–	0.35%	37
2015 Q3	$1.6M	Sell	27,534 -792	-3%	-$46.1K	0.39%	33
2015 Q2	$1.93M	Sell	28,326 -115,051	-80%	-$7.85M	0.43%	30
2015 Q1	$9.04M	Buy	143,377 +102,636	+252%	+$6.47M	0.73%	17
2014 Q4	$2.64M	Sell	40,741 -1,393	-3%	-$90.3K	0.59%	20
2014 Q3	$2.63M	Buy	+42,134	New	+$2.63M	0.82%	17