AssetMark Inc’s Cadence Bank CADE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.06K Buy
127
+81
+176% +$2.59K ﹤0.01% 2197
2025
Q1
$1.4K Hold
46
﹤0.01% 2244
2024
Q4
$1.59K Buy
46
+35
+318% +$1.21K ﹤0.01% 2163
2024
Q3
$350 Buy
+11
New +$350 ﹤0.01% 2120
2022
Q1
Sell
-498
Closed -$15K 1558
2021
Q4
$15K Buy
+498
New +$15K ﹤0.01% 1098