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