Beam Wealth Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $787K | Hold |
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|
2023
Q2 | $728K | Hold |
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|
2023
Q1 | $770K | Hold |
|
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|
2022
Q4 | $914K | Hold |
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|
2022
Q3 | $942K | Sell |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $661K | Hold |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $628K | Buy |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $390K | Hold |
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|
2020
Q2 | $438K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $632K | Buy |
|