Beacon Pointe Advisors’s Cadence Bank CADE Stock Holding History

Beacon Pointe Advisors’s Portfolio CADE Stock Details CADE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$614K	Sell
2025 Q2	$731K	Hold
2025 Q1	$694K	Hold
2024 Q4	$787K	Buy
2024 Q3	$201K	Buy
2024 Q2	–	Sell
2024 Q1	$1.33M	Hold
2023 Q4	$1.35M	Sell
2023 Q3	$1.01M	Buy
2023 Q2	$894K	Buy