Bernzott Capital Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-344,270
| Closed | -$6.76M | – | 48 |
|
|
2023
Q2 | $6.76M | Sell |
344,270
-22,547
| -6% | -$443K | 1.46% | 37 |
|
|
2023
Q1 | $7.62M | Sell |
366,817
-364,383
| -50% | -$7.56M | 1.57% | 36 |
|
|
2022
Q4 | $18M | Buy |
731,200
+54,990
| +8% | +$1.36M | 2.33% | 23 |
|
|
2022
Q3 | $17.2M | Buy |
676,210
+113,995
| +20% | +$2.9M | 2.37% | 20 |
|
|
2022
Q2 | $13.2M | Buy |
+562,215
| New | +$13.2M | 1.46% | 31 |
|