AIA
Arbor Investment Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Hold |
71,917
| – | – | 0.29% | 28 |
|
|
2025
Q1 | $2.18M | Hold |
71,917
| – | – | 0.3% | 28 |
|
|
2024
Q4 | $2.48M | Sell |
71,917
-5,329
| -7% | -$184K | 0.35% | 27 |
|
|
2024
Q3 | $2.46M | Buy |
77,246
+5,329
| +7% | +$170K | 0.33% | 29 |
|
|
2024
Q2 | $2.03M | Buy |
71,917
+9,991
| +16% | +$283K | 0.3% | 28 |
|
|
2024
Q1 | $1.8M | Hold |
61,926
| – | – | 0.26% | 30 |
|
|
2023
Q4 | $1.83M | Hold |
61,926
| – | – | 0.29% | 29 |
|
|
2023
Q3 | $1.31M | Hold |
61,926
| – | – | 0.23% | 32 |
|
|
2023
Q2 | $1.22M | Hold |
61,926
| – | – | 0.21% | 36 |
|
|
2023
Q1 | $1.29M | Hold |
61,926
| – | – | 0.24% | 35 |
|
|
2022
Q4 | $1.53M | Buy |
61,926
+5,329
| +9% | +$131K | 0.31% | 33 |
|
|
2022
Q3 | $1.44M | Sell |
56,597
-5,329
| -9% | -$135K | 0.35% | 29 |
|
|
2022
Q2 | $1.45M | Hold |
61,926
| – | – | 0.31% | 30 |
|
|
2022
Q1 | $1.81M | Hold |
61,926
| – | – | 0.35% | 29 |
|
|
2021
Q4 | $1.85M | Buy |
61,926
+35
| +0.1% | +$1.04K | 0.34% | 26 |
|
|
2021
Q3 | $1.84M | Buy |
61,891
+1,774
| +3% | +$52.8K | 0.37% | 24 |
|
|
2021
Q2 | $1.7M | Buy |
60,117
+20
| +0% | +$567 | 0.36% | 24 |
|
|
2021
Q1 | $1.95M | Buy |
60,097
+3,500
| +6% | +$114K | 0.44% | 22 |
|
|
2020
Q4 | $1.55M | Hold |
56,597
| – | – | 0.36% | 26 |
|
|
2020
Q3 | $1.1M | Hold |
56,597
| – | – | 0.29% | 28 |
|
|
2020
Q2 | $1.29M | Hold |
56,597
| – | – | 0.35% | 26 |
|
|
2020
Q1 | $1.07M | Hold |
56,597
| – | – | 0.35% | 24 |
|
|
2019
Q4 | $1.78M | Hold |
56,597
| – | – | 0.5% | 19 |
|
|
2019
Q3 | $1.68M | Hold |
56,597
| – | – | 0.51% | 20 |
|
|
2019
Q2 | $1.64M | Hold |
56,597
| – | – | 0.51% | 19 |
|
|
2019
Q1 | $1.6M | Hold |
56,597
| – | – | 0.51% | 19 |
|
|
2018
Q4 | $1.48M | Hold |
56,597
| – | – | 0.54% | 19 |
|
|
2018
Q3 | $1.85M | Buy |
+56,597
| New | +$1.85M | 0.69% | 19 |
|