Beacon Pointe Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Hold |
22,845
| – | – | 0.01% | 764 |
|
|
2025
Q1 | $694K | Hold |
22,845
| – | – | 0.01% | 736 |
|
|
2024
Q4 | $787K | Buy |
22,845
+16,545
| +263% | +$570K | 0.01% | 698 |
|
|
2024
Q3 | $201K | Buy |
+6,300
| New | +$201K | ﹤0.01% | 1144 |
|
|
2024
Q2 | – | Sell |
-45,709
| Closed | -$1.33M | – | 1257 |
|
|
2024
Q1 | $1.33M | Hold |
45,709
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $1.35M | Sell |
45,709
-2,000
| -4% | -$59.2K | 0.02% | 577 |
|
|
2023
Q3 | $1.01M | Buy |
47,709
+2,200
| +5% | +$46.7K | 0.01% | 617 |
|
|
2023
Q2 | $894K | Buy |
+45,509
| New | +$894K | 0.01% | 549 |
|