Advisors Asset Management’s Cadence Bank CADE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-892
Closed -$25.9K 1443
2024
Q1
$25.9K Sell
892
-148
-14% -$4.29K ﹤0.01% 1348
2023
Q4
$30.8K Buy
1,040
+2
+0.2% +$59 ﹤0.01% 1326
2023
Q3
$22K Sell
1,038
-6
-0.6% -$127 ﹤0.01% 1356
2023
Q2
$20.5K Buy
1,044
+266
+34% +$5.22K ﹤0.01% 1368
2023
Q1
$16.2K Buy
+778
New +$16.2K ﹤0.01% 1392
2017
Q1
Sell
-2,000
Closed -$62K 1583
2016
Q4
$62K Sell
2,000
-100
-5% -$3.1K ﹤0.01% 1645
2016
Q3
$49K Sell
2,100
-100
-5% -$2.33K ﹤0.01% 1679
2016
Q2
$50K Sell
2,200
-100
-4% -$2.27K ﹤0.01% 1678
2016
Q1
$49K Hold
2,300
﹤0.01% 1621
2015
Q4
$55K Hold
2,300
﹤0.01% 1691
2015
Q3
$55K Sell
2,300
-200
-8% -$4.78K ﹤0.01% 1675
2015
Q2
$64K Sell
2,500
-100
-4% -$2.56K ﹤0.01% 1667
2015
Q1
$60K Buy
2,600
+200
+8% +$4.62K ﹤0.01% 1658
2014
Q4
$54K Sell
2,400
-100
-4% -$2.25K ﹤0.01% 1659
2014
Q3
$50K Hold
2,500
﹤0.01% 1636
2014
Q2
$61K Sell
2,500
-100
-4% -$2.44K ﹤0.01% 1616
2014
Q1
$65K Hold
2,600
﹤0.01% 1575
2013
Q4
$66K Hold
2,600
﹤0.01% 1540
2013
Q3
$52K Sell
2,600
-100
-4% -$2K ﹤0.01% 1583
2013
Q2
$48K Buy
+2,700
New +$48K ﹤0.01% 1540