Allworth Financial’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2K | Hold |
225
| – | – | ﹤0.01% | 3048 |
|
|
2025
Q1 | $6.54K | Buy |
225
+135
| +150% | +$3.93K | ﹤0.01% | 2614 |
|
|
2024
Q4 | $3.23K | Hold |
90
| – | – | ﹤0.01% | 2959 |
|
|
2024
Q3 | $2.87K | Hold |
90
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q2 | $2.86K | Hold |
90
| – | – | ﹤0.01% | 2765 |
|
|
2024
Q1 | $2.61K | Hold |
90
| – | – | ﹤0.01% | 2712 |
|
|
2023
Q4 | $2.66K | Hold |
90
| – | – | ﹤0.01% | 2550 |
|
|
2023
Q3 | $1.91K | Buy |
90
+79
| +718% | +$1.68K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $217 | Hold |
11
| – | – | ﹤0.01% | 3081 |
|
|
2023
Q1 | $229 | Hold |
11
| – | – | ﹤0.01% | 2980 |
|
|
2022
Q4 | $271 | Hold |
11
| – | – | ﹤0.01% | 2743 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 2687 |
|
|
2022
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 2426 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2131 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1935 |
|